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Comerica Securities’s IDEX IEX Stock Holding History

Comerica Securities’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
Q3 		$223K Sell
1,070
-169
-14% -$36.7K 0.02% 422
2023
Q2 		$267K Sell
1,239
-56
-4% -$11.8K 0.02% 400
2023
Q1 		$299K Sell
1,295
-101
-7% -$22.9K 0.02% 383
2022
Q4 		$319K Buy
1,396
+34
+2% +$7.6K 0.02% 370
2022
Q3 		$272K Sell
1,362
-80
-6% -$16.2K 0.02% 357
2022
Q2 		$262K Sell
1,442
-187
-11% -$35.2K 0.02% 396
2022
Q1 		$312K Buy
1,629
+119
+8% +$24.1K 0.02% 397
2021
Q4 		$357K Buy
1,510
+73
+5% +$16.6K 0.02% 390
2021
Q3 		$297K Buy
1,437
+58
+4% +$12.9K 0.02% 410
2021
Q2 		$303K Sell
1,379
-577
-29% -$128K 0.02% 403
2021
Q1 		$409K Buy
1,956
+798
+69% +$158K 0.03% 349
2020
Q4 		$231K Buy
1,158
+28
+2% +$5.32K 0.02% 441
2020
Q3 		$206K Buy
+1,130
New +$196K 0.02% 433
2015
Q1 		– Sell
-2,846
Closed -$222K – 315
2014
Q4 		$222K Sell
2,846
-159
-5% -$11.8K 0.07% 257
2014
Q3 		$217K Buy
+3,005
New +$232K 0.07% 257

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 $999B AUM 46.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Comerica Securities's IEX Position: Q3 2023 in Review

Comerica Securities reduced its IDEX (IEX) stake by 14% in Q3 2023, selling an estimated $36.7K and leaving 1,070 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #422.

Comerica Securities first reported a position in IEX in Q3 2014 and has held it in 15 quarters since. The position peaked at $409K in Q1 2021. 619 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Comerica Securities held 1,070 shares of IDEX worth $223K as of Q3 2023.
  • Comerica Securities sold 169 IDEX shares in Q3 2023, an estimated $36.7K.
  • IDEX made up 0.02% of Comerica Securities's portfolio in Q3 2023, its #422 holding.
  • Comerica Securities first reported a position in IDEX in Q3 2014 and has held it in 15 quarters since.
  • Comerica Securities's IDEX position peaked at $409K in Q1 2021.
  • 619 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.