DI
IEX icon

DFPG Investments’s IDEX IEX Stock Holding History

DFPG Investments’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
Q3 		– Sell
-2,413
Closed -$510K – 601
2023
Q2 		$510K Buy
2,413
+172
+8% +$36.2K 0.05% 370
2023
Q1 		$518K Buy
2,241
+128
+6% +$29.1K 0.06% 335
2022
Q4 		$498K Buy
+2,113
New +$472K 0.08% 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
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
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

DFPG Investments's IEX Position: Q3 2023 in Review

DFPG Investments sold out of IDEX (IEX) in Q3 2023, closing a stake of 2,413 shares — an estimated $510K sold.

DFPG Investments first reported a position in IEX in Q4 2022 and held it in 3 quarters. The position peaked at $518K in Q1 2023. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • DFPG Investments reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 2,413 IDEX shares in Q3 2023, an estimated $510K.
  • DFPG Investments first reported a position in IDEX in Q4 2022 and held it in 3 quarters.
  • DFPG Investments's IDEX position peaked at $518K in Q1 2023.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.