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Duality Advisers’s IDEX IEX Stock Holding History

Duality Advisers’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
Q2 		– Sell
-8,498
Closed -$2.07M – 254
2024
Q1 		$2.07M Sell
8,498
-17,041
-67% -$3.85M 0.2% 184
2023
Q4 		$5.54M Buy
25,539
+12,593
+97% +$2.54M 0.59% 24
2023
Q3 		$2.69M Sell
12,946
-7,731
-37% -$1.68M 0.33% 96
2023
Q2 		$4.45M Buy
+20,677
New +$4.35M 0.56% 22
2022
Q2 		– Sell
-6,589
Closed -$1.26M – 716
2022
Q1 		$1.26M Buy
+6,589
New +$1.34M 0.14% 277
2021
Q4 		– Sell
-20,876
Closed -$4.32M – 589
2021
Q3 		$4.32M Buy
20,876
+8,191
+65% +$1.82M 0.33% 104
2021
Q2 		$2.79M Buy
12,685
+7,371
+139% +$1.63M 0.25% 135
2021
Q1 		$1.11M Buy
+5,314
New +$1.05M 0.1% 330

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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Duality Advisers's IEX Position: Q2 2024 in Review

Duality Advisers sold out of IDEX (IEX) in Q2 2024, closing a stake of 8,498 shares — an estimated $2.07M sold.

Duality Advisers first reported a position in IEX in Q1 2021 and held it in 8 quarters. The position peaked at $5.54M in Q4 2023. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Duality Advisers reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 8,498 IDEX shares in Q2 2024, an estimated $2.07M.
  • Duality Advisers first reported a position in IDEX in Q1 2021 and held it in 8 quarters.
  • Duality Advisers's IDEX position peaked at $5.54M in Q4 2023.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.