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Cooper Financial Group’s IDEX IEX Stock Holding History

Cooper Financial Group’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
-1,688
Closed -$351K – 349
2023
Q3 		$351K Buy
1,688
+86
+5% +$18.7K 0.08% 242
2023
Q2 		$345K Buy
1,602
+50
+3% +$10.5K 0.09% 237
2023
Q1 		$358K Buy
1,552
+221
+17% +$50.2K 0.1% 212
2022
Q4 		$304K Buy
1,331
+52
+4% +$11.6K 0.09% 220
2022
Q3 		$256K Buy
1,279
+128
+11% +$25.9K 0.09% 203
2022
Q2 		$209K Sell
1,151
-41
-3% -$7.73K 0.08% 239
2022
Q1 		$228K Buy
1,192
+38
+3% +$7.71K 0.09% 216
2021
Q4 		$273K Buy
1,154
+4
+0.3% +$909 0.1% 185
2021
Q3 		$238K Buy
1,150
+85
+8% +$18.9K 0.05% 215
2021
Q2 		$234K Buy
1,065
+73
+7% +$16.1K 0.05% 220
2021
Q1 		$208K Sell
992
-173
-15% -$34.3K 0.05% 233
2020
Q4 		$232K Buy
+1,165
New +$221K 0.05% 256

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

Cooper Financial Group's IEX Position: Q4 2023 in Review

Cooper Financial Group sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,688 shares — an estimated $351K sold.

Cooper Financial Group first reported a position in IEX in Q4 2020 and held it in 12 quarters. The position peaked at $358K in Q1 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Cooper Financial Group reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Cooper Financial Group sold 1,688 IDEX shares in Q4 2023, an estimated $351K.
  • Cooper Financial Group first reported a position in IDEX in Q4 2020 and held it in 12 quarters.
  • Cooper Financial Group's IDEX position peaked at $358K in Q1 2023.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Cooper Financial Group's 13F filing for Q4 2023, filed 16 Jan 2024.