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Frank Rimerman Advisors’s IDEX IEX Stock Holding History

Frank Rimerman 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
2025
Q1 		– Sell
-997
Closed -$209K – 535
2024
Q4 		$209K Buy
997
+50
+5% +$10.9K 0.02% 500
2024
Q3 		$203K Sell
947
-99
-9% -$20K 0.01% 514
2024
Q2 		$210K Buy
+1,046
New +$229K 0.01% 516

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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

Frank Rimerman Advisors's IEX Position: Q1 2025 in Review

Frank Rimerman Advisors sold out of IDEX (IEX) in Q1 2025, closing a stake of 997 shares — an estimated $209K sold.

Frank Rimerman Advisors first reported a position in IEX in Q2 2024 and held it in 3 quarters. The position peaked at $210K in Q2 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Frank Rimerman Advisors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 997 IDEX shares in Q1 2025, an estimated $209K.
  • Frank Rimerman Advisors first reported a position in IDEX in Q2 2024 and held it in 3 quarters.
  • Frank Rimerman Advisors's IDEX position peaked at $210K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Frank Rimerman Advisors's 13F filing for Q1 2025, filed 12 May 2025.