EdgeRock Capital’s IDEX IEX Stock Holding History

EdgeRock Capital’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 Q3	–	Sell	-202	Closed	-$40.6K	–	173
2024 Q2	$40.6K	Buy	+202	New	+$44.1K	0.03%	124
2024 Q1	–	Sell	-217	Closed	-$47.9K	–	195
2023 Q4	$47.9K	Buy	+217	New	+$43.8K	0.03%	116

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EdgeRock Capital's IEX Position: Q3 2024 in Review

EdgeRock Capital sold out of IDEX (IEX) in Q3 2024, closing a stake of 202 shares — an estimated $40.6K sold.

EdgeRock Capital first reported a position in IEX in Q4 2023 and held it in 2 quarters. The position peaked at $47.9K in Q4 2023. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

EdgeRock Capital reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
EdgeRock Capital sold 202 IDEX shares in Q3 2024, an estimated $40.6K.
EdgeRock Capital first reported a position in IDEX in Q4 2023 and held it in 2 quarters.
EdgeRock Capital's IDEX position peaked at $47.9K in Q4 2023.
610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.