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Financial Advocates Investment Management’s IDEX IEX Stock Holding History

Financial Advocates Investment 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
-1,150
Closed -$281K – 783
2024
Q1 		$281K Buy
1,150
+35
+3% +$7.91K 0.02% 613
2023
Q4 		$242K Buy
+1,115
New +$225K 0.02% 639

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $15.4B AUM 26.43% 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 $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's IEX Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of IDEX (IEX) in Q2 2024, closing a stake of 1,150 shares — an estimated $281K sold.

Financial Advocates Investment Management first reported a position in IEX in Q4 2023 and held it in 2 quarters. The position peaked at $281K in Q1 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,150 IDEX shares in Q2 2024, an estimated $281K.
  • Financial Advocates Investment Management first reported a position in IDEX in Q4 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's IDEX position peaked at $281K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.