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Concord Wealth Partners’s IDEX IEX Stock Holding History

Concord Wealth Partners’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
-8
Closed -$1.66K – 913
2023
Q3 		$1.66K Hold
8
– – ﹤0.01% 896
2023
Q2 		$1.72K Hold
8
– – ﹤0.01% 892
2023
Q1 		$1.85K Sell
8
-27
-77% -$6.13K ﹤0.01% 825
2022
Q4 		$7.99K Buy
+35
New +$7.82K ﹤0.01% 669
2022
Q3 		– Sell
-56
Closed -$10K – 606
2022
Q2 		$10K Buy
56
+25
+81% +$4.71K ﹤0.01% 688
2022
Q1 		$6K Hold
31
– – ﹤0.01% 872
2021
Q4 		$7K Buy
31
+23
+288% +$5.22K ﹤0.01% 872
2021
Q3 		$2K Hold
8
– – ﹤0.01% 751
2021
Q2 		$2K Hold
8
– – ﹤0.01% 888
2021
Q1 		$2K Buy
+8
New +$1.59K ﹤0.01% 824

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 $5.72T AUM 30.48% 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
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 $94.8B AUM 24.11% 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

Concord Wealth Partners's IEX Position: Q4 2023 in Review

Concord Wealth Partners sold out of IDEX (IEX) in Q4 2023, closing a stake of 8 shares — an estimated $1.66K sold.

Concord Wealth Partners first reported a position in IEX in Q1 2021 and held it in 10 quarters. The position peaked at $10K in Q2 2022. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Concord Wealth Partners reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 8 IDEX shares in Q4 2023, an estimated $1.66K.
  • Concord Wealth Partners first reported a position in IDEX in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's IDEX position peaked at $10K in Q2 2022.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.