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BluePath Capital Management’s IDEX IEX Stock Holding History

BluePath Capital Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-974
Closed -$209K – 104
2024
Q3 		$209K Buy
+974
New +$196K 0.13% 99
2024
Q2 		– Sell
-996
Closed -$243K – 114
2024
Q1 		$243K Buy
+996
New +$225K 0.18% 105
2023
Q4 		– Sell
-913
Closed -$190K – 205
2023
Q3 		$190K Buy
+913
New +$198K 0.17% 100

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BluePath Capital Management's IEX Position: Q4 2024 in Review

BluePath Capital Management sold out of IDEX (IEX) in Q4 2024, closing a stake of 974 shares — an estimated $209K sold.

BluePath Capital Management first reported a position in IEX in Q3 2023 and held it in 3 quarters. The position peaked at $243K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • BluePath Capital Management reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • BluePath Capital Management sold 974 IDEX shares in Q4 2024, an estimated $209K.
  • BluePath Capital Management first reported a position in IDEX in Q3 2023 and held it in 3 quarters.
  • BluePath Capital Management's IDEX position peaked at $243K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on BluePath Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.