Congress Wealth Management’s IDEX IEX Stock Holding History

Congress Wealth Management’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	–	Sell	-945	Closed	-$205K	–	606
2023 Q4	$205K	Sell	945 -56,519	-98%	-$11.4M	﹤0.01%	592
2023 Q3	$12M	Buy	57,464 +1,193	+2%	+$259K	0.25%	116
2023 Q2	$12.1M	Buy	56,271 +328	+0.6%	+$69K	0.28%	109
2023 Q1	$12.9M	Buy	55,943 +201	+0.4%	+$45.6K	0.31%	82
2022 Q4	$12.7M	Sell	55,742 -830	-1%	-$185K	0.33%	75
2022 Q3	$11.3M	Buy	56,572 +2,040	+4%	+$412K	0.3%	86
2022 Q2	$9.9M	Buy	54,532 +118	+0.2%	+$22.2K	0.25%	117
2022 Q1	$10.4M	Buy	54,414 +2,762	+5%	+$560K	0.23%	125
2021 Q4	$12.2M	Buy	+51,652	New	+$11.7M	0.24%	115

Other funds holding IEX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Congress Wealth Management's IEX Position: Q1 2024 in Review

Congress Wealth Management sold out of IDEX (IEX) in Q1 2024, closing a stake of 945 shares — an estimated $205K sold.

Congress Wealth Management first reported a position in IEX in Q4 2021 and held it in 9 quarters. The position peaked at $12.9M in Q1 2023. 623 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

Congress Wealth Management reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
Congress Wealth Management sold 945 IDEX shares in Q1 2024, an estimated $205K.
Congress Wealth Management first reported a position in IDEX in Q4 2021 and held it in 9 quarters.
Congress Wealth Management's IDEX position peaked at $12.9M in Q1 2023.
623 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.