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Dorsey Wright & Associates’s IDEX IEX Stock Holding History

Dorsey Wright & Associates’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
Q2 		– Sell
-10,615
Closed -$2.45M – 322
2023
Q1 		$2.45M Sell
10,615
-74
-0.7% -$16.8K 0.74% 80
2022
Q4 		$2.44M Buy
+10,689
New +$2.39M 0.71% 80
2021
Q1 		– Sell
-8,947
Closed -$1.78M – 321
2020
Q4 		$1.78M Buy
+8,947
New +$1.7M 0.26% 121
2018
Q2 		– Sell
-13,538
Closed -$1.93M – 129
2018
Q1 		$1.93M Buy
13,538
+775
+6% +$108K 0.3% 89
2017
Q4 		$1.68M Buy
+12,763
New +$1.64M 0.3% 96

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dorsey Wright & Associates's IEX Position: Q2 2023 in Review

Dorsey Wright & Associates sold out of IDEX (IEX) in Q2 2023, closing a stake of 10,615 shares — an estimated $2.45M sold.

Dorsey Wright & Associates first reported a position in IEX in Q4 2017 and held it in 5 quarters. The position peaked at $2.45M in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Dorsey Wright & Associates reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 10,615 IDEX shares in Q2 2023, an estimated $2.45M.
  • Dorsey Wright & Associates first reported a position in IDEX in Q4 2017 and held it in 5 quarters.
  • Dorsey Wright & Associates's IDEX position peaked at $2.45M in Q1 2023.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Dorsey Wright & Associates's 13F filing for Q2 2023, filed 26 Jul 2023.