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CWA Asset Management Group’s IDEX IEX Stock Holding History

CWA Asset Management 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
2024
Q1 		– Sell
-1,888
Closed -$410K – 544
2023
Q4 		$410K Buy
+1,888
New +$381K 0.03% 274

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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

CWA Asset Management Group's IEX Position: Q1 2024 in Review

CWA Asset Management Group sold out of IDEX (IEX) in Q1 2024, closing a stake of 1,888 shares — an estimated $410K sold.

CWA Asset Management Group first reported a position in IEX in Q4 2023 and held it in 1 quarter. The position peaked at $410K in Q4 2023. 623 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • CWA Asset Management Group reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
  • CWA Asset Management Group sold 1,888 IDEX shares in Q1 2024, an estimated $410K.
  • CWA Asset Management Group first reported a position in IDEX in Q4 2023 and held it in 1 quarter.
  • CWA Asset Management Group's IDEX position peaked at $410K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on CWA Asset Management Group's 13F filing for Q1 2024, filed 13 May 2024.