FinTrust Capital Advisors’s IDEX IEX Stock Holding History

FinTrust Capital Advisors’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	$5.15K	Hold	24	–	–	﹤0.01%	1081
2024 Q2	$4.83K	Buy	+24	New	+$5.24K	﹤0.01%	1061

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

FinTrust Capital Advisors's IEX Position: Q3 2024 in Review

FinTrust Capital Advisors held its IDEX (IEX) position steady in Q3 2024 at 24 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

FinTrust Capital Advisors first reported a position in IEX in Q2 2024 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

FinTrust Capital Advisors held 24 shares of IDEX worth $5.15K as of Q3 2024.
FinTrust Capital Advisors left its IDEX share count unchanged in Q3 2024.
IDEX made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1081 holding.
FinTrust Capital Advisors first reported a position in IDEX in Q2 2024 and has held it in 2 quarters since.
610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.