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Colonial Trust Advisors’s IDEX IEX Stock Holding History

Colonial Trust 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
2025
Q1 		– Sell
-35
Closed -$7.33K – 700
2024
Q4 		$7.33K Hold
35
– – ﹤0.01% 523
2024
Q3 		$7.51K Hold
35
– – ﹤0.01% 571
2024
Q2 		$7.04K Hold
35
– – ﹤0.01% 563
2024
Q1 		$8.54K Hold
35
– – ﹤0.01% 620
2023
Q4 		$7.6K Hold
35
– – ﹤0.01% 547
2023
Q3 		$7.28K Hold
35
– – ﹤0.01% 557
2023
Q2 		$7.53K Hold
35
– – ﹤0.01% 568
2023
Q1 		$8.09K Hold
35
– – ﹤0.01% 549
2022
Q4 		$7.99K Buy
+35
New +$7.82K ﹤0.01% 557

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Colonial Trust Advisors's IEX Position: Q1 2025 in Review

Colonial Trust Advisors sold out of IDEX (IEX) in Q1 2025, closing a stake of 35 shares — an estimated $7.33K sold.

Colonial Trust Advisors first reported a position in IEX in Q4 2022 and held it in 9 quarters. The position peaked at $8.54K in Q1 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Colonial Trust Advisors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 35 IDEX shares in Q1 2025, an estimated $7.33K.
  • Colonial Trust Advisors first reported a position in IDEX in Q4 2022 and held it in 9 quarters.
  • Colonial Trust Advisors's IDEX position peaked at $8.54K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Colonial Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.