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Brookfield Corp’s IDEX IEX Stock Holding History

Brookfield Corp’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
2023
Q2 		– Sell
-42,700
Closed -$9.86M – 678
2023
Q1 		$9.86M Buy
+42,700
New +$9.69M 0.04% 173
2022
Q3 		– Sell
-45,441
Closed -$8.25M – 689
2022
Q2 		$8.25M Buy
45,441
+12,315
+37% +$2.32M 0.03% 179
2022
Q1 		$6.35M Buy
+33,126
New +$6.72M 0.02% 222

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Brookfield Corp's IEX Position: Q2 2023 in Review

Brookfield Corp sold out of IDEX (IEX) in Q2 2023, closing a stake of 42,700 shares — an estimated $9.86M sold.

Brookfield Corp first reported a position in IEX in Q1 2022 and held it in 3 quarters. The position peaked at $9.86M in Q1 2023. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Brookfield Corp reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Brookfield Corp sold 42,700 IDEX shares in Q2 2023, an estimated $9.86M.
  • Brookfield Corp first reported a position in IDEX in Q1 2022 and held it in 3 quarters.
  • Brookfield Corp's IDEX position peaked at $9.86M in Q1 2023.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Brookfield Corp's 13F filing for Q2 2023, filed 14 Aug 2023.