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Capital Performance Advisors’s IDEX IEX Stock Holding History

Capital Performance Advisors’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
-19
Closed -$4.08K – 1326
2024
Q3 		$4.08K Buy
+19
New +$3.83K ﹤0.01% 1195

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

Capital Performance Advisors's IEX Position: Q4 2024 in Review

Capital Performance Advisors sold out of IDEX (IEX) in Q4 2024, closing a stake of 19 shares — an estimated $4.08K sold.

Capital Performance Advisors first reported a position in IEX in Q3 2024 and held it in 1 quarter. The position peaked at $4.08K in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Capital Performance Advisors reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 IDEX shares in Q4 2024, an estimated $4.08K.
  • Capital Performance Advisors first reported a position in IDEX in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's IDEX position peaked at $4.08K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.