Cetera Advisor Networks’s IDEX IEX Stock Holding History

Cetera Advisor Networks’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 Q1	$1.11M	Buy	4,545 +1,225	+37%	+$277K	0.01%	1393
2023 Q4	$721K	Sell	3,320 -2,329	-41%	-$470K	﹤0.01%	1602
2023 Q3	$1.18M	Buy	5,649 +394	+7%	+$85.5K	0.01%	1173
2023 Q2	$1.13M	Sell	5,255 -386	-7%	-$81.1K	0.01%	1186
2023 Q1	$1.3M	Buy	5,641 +74	+1%	+$16.8K	0.01%	1073
2022 Q4	$1.27M	Buy	+5,567	New	+$1.24M	0.01%	1048
2020 Q3	–	Sell	-108	Closed	-$17K	–	2060
2020 Q2	$17K	Buy	+108	New	+$16.5K	﹤0.01%	2482

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cetera Advisor Networks's IEX Position: Q1 2024 in Review

Cetera Advisor Networks increased its IDEX (IEX) stake by 37% in Q1 2024, buying an estimated $277K and bringing the position to 4,545 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1393.

Cetera Advisor Networks first reported a position in IEX in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2023. 624 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

Cetera Advisor Networks held 4,545 shares of IDEX worth $1.11M as of Q1 2024.
Cetera Advisor Networks bought 1,225 IDEX shares in Q1 2024, an estimated $277K.
IDEX made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1393 holding.
Cetera Advisor Networks first reported a position in IDEX in Q2 2020 and has held it in 7 quarters since.
Cetera Advisor Networks's IDEX position peaked at $1.3M in Q1 2023.
624 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.