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Fourpath Capital Management’s IDEX IEX Stock Holding History

Fourpath Capital 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
2025
Q1 		– Sell
-6,354
Closed -$1.33M – 234
2024
Q4 		$1.33M Sell
6,354
-1,217
-16% -$266K 0.25% 80
2024
Q3 		$1.62M Buy
+7,571
New +$1.53M 0.3% 72

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fourpath Capital Management's IEX Position: Q1 2025 in Review

Fourpath Capital Management sold out of IDEX (IEX) in Q1 2025, closing a stake of 6,354 shares — an estimated $1.33M sold.

Fourpath Capital Management first reported a position in IEX in Q3 2024 and held it in 2 quarters. The position peaked at $1.62M in Q3 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Fourpath Capital Management reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Fourpath Capital Management sold 6,354 IDEX shares in Q1 2025, an estimated $1.33M.
  • Fourpath Capital Management first reported a position in IDEX in Q3 2024 and held it in 2 quarters.
  • Fourpath Capital Management's IDEX position peaked at $1.62M in Q3 2024.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Fourpath Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.