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Cary Street Partners Investment Advisory’s IDEX IEX Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-339
Closed -$70.5K – 1178
2023
Q3 		$70.5K Buy
339
+80
+31% +$17.4K ﹤0.01% 780
2023
Q2 		$55.8K Buy
259
+16
+7% +$3.36K ﹤0.01% 791
2023
Q1 		$56.1K Hold
243
– – ﹤0.01% 711
2022
Q4 		$55.5K Buy
+243
New +$54.3K ﹤0.01% 712
2020
Q4 		– Sell
-87
Closed -$16K – 589
2020
Q3 		$16K Buy
+87
New +$15.1K ﹤0.01% 690

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $105B AUM 38.07% 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

Cary Street Partners Investment Advisory's IEX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of IDEX (IEX) in Q4 2023, closing a stake of 339 shares — an estimated $70.5K sold.

Cary Street Partners Investment Advisory first reported a position in IEX in Q3 2020 and held it in 5 quarters. The position peaked at $70.5K in Q3 2023. 619 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 339 IDEX shares in Q4 2023, an estimated $70.5K.
  • Cary Street Partners Investment Advisory first reported a position in IDEX in Q3 2020 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's IDEX position peaked at $70.5K in Q3 2023.
  • 619 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.