GI
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Gradient Investments’s IDEX IEX Stock Holding History

Gradient Investments’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 		– Sell
-402
Closed -$80.9K – 786
2024
Q2 		$80.9K Buy
402
+397
+7,940% +$86.7K ﹤0.01% 425
2024
Q1 		$1.22K Sell
5
-12
-71% -$2.71K ﹤0.01% 883
2023
Q4 		$3.69K Sell
17
-3
-15% -$605 ﹤0.01% 1066
2023
Q3 		$4.16K Buy
20
+9
+82% +$1.95K ﹤0.01% 998
2023
Q2 		$2.37K Buy
+11
New +$2.31K ﹤0.01% 1120

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 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

Gradient Investments's IEX Position: Q3 2024 in Review

Gradient Investments sold out of IDEX (IEX) in Q3 2024, closing a stake of 402 shares — an estimated $80.9K sold.

Gradient Investments first reported a position in IEX in Q2 2023 and held it in 5 quarters. The position peaked at $80.9K in Q2 2024. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Gradient Investments reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 402 IDEX shares in Q3 2024, an estimated $80.9K.
  • Gradient Investments first reported a position in IDEX in Q2 2023 and held it in 5 quarters.
  • Gradient Investments's IDEX position peaked at $80.9K in Q2 2024.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.