EDRIA
IESC icon

Edmonds Duncan Registered Investment Advisors’s IES Holdings IESC Stock Holding History

Edmonds Duncan Registered Investment Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,552
Closed -$216K – 122
2024
Q2 		$216K Buy
+1,552
New +$218K 0.05% 117

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's IESC Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of IES Holdings (IESC) in Q3 2024, closing a stake of 1,552 shares — an estimated $216K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in IESC in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 238 funds tracked by Wall St. Rank hold IESC as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining IES Holdings position as of Q3 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 1,552 IES Holdings shares in Q3 2024, an estimated $216K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in IES Holdings in Q2 2024 and held it in 1 quarter.
  • Edmonds Duncan Registered Investment Advisors's IES Holdings position peaked at $216K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held IES Holdings as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.