Empirical Asset Management’s IDEX IEX Stock Holding History

Empirical Asset Management’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	-1,497	Closed	-$365K	–	372
2024 Q1	$365K	Buy	+1,497	New	+$338K	0.18%	165

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Empirical Asset Management's IEX Position: Q2 2024 in Review

Empirical Asset Management sold out of IDEX (IEX) in Q2 2024, closing a stake of 1,497 shares — an estimated $365K sold.

Empirical Asset Management first reported a position in IEX in Q1 2024 and held it in 1 quarter. The position peaked at $365K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

Empirical Asset Management reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
Empirical Asset Management sold 1,497 IDEX shares in Q2 2024, an estimated $365K.
Empirical Asset Management first reported a position in IDEX in Q1 2024 and held it in 1 quarter.
Empirical Asset Management's IDEX position peaked at $365K in Q1 2024.
628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Empirical Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.