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Cresset Asset Management’s IDEX IEX Stock Holding History

Cresset Asset 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
Q4 		– Sell
-4,423
Closed -$949K – 1974
2024
Q3 		$949K Buy
4,423
+481
+12% +$96.9K ﹤0.01% 1189
2024
Q2 		$793K Buy
3,942
+53
+1% +$11.6K ﹤0.01% 1197
2024
Q1 		$949K Buy
3,889
+205
+6% +$46.3K ﹤0.01% 1009
2023
Q4 		$800K Sell
3,684
-450
-11% -$90.8K ﹤0.01% 991
2023
Q3 		$860K Buy
4,134
+401
+11% +$87K ﹤0.01% 924
2023
Q2 		$804K Buy
+3,733
New +$785K ﹤0.01% 1050

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Cresset Asset Management's IEX Position: Q4 2024 in Review

Cresset Asset Management sold out of IDEX (IEX) in Q4 2024, closing a stake of 4,423 shares — an estimated $949K sold.

Cresset Asset Management first reported a position in IEX in Q2 2023 and held it in 6 quarters. The position peaked at $949K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Cresset Asset Management reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 4,423 IDEX shares in Q4 2024, an estimated $949K.
  • Cresset Asset Management first reported a position in IDEX in Q2 2023 and held it in 6 quarters.
  • Cresset Asset Management's IDEX position peaked at $949K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.