GW Henssler & Associates’s IDEX IEX Stock Holding History

GW Henssler & Associates’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
2023 Q4	–	Sell	-981	Closed	-$204K	–	186
2023 Q3	$204K	Buy	+981	New	+$213K	0.01%	184

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

GW Henssler & Associates's IEX Position: Q4 2023 in Review

GW Henssler & Associates sold out of IDEX (IEX) in Q4 2023, closing a stake of 981 shares — an estimated $204K sold.

GW Henssler & Associates first reported a position in IEX in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

GW Henssler & Associates reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
GW Henssler & Associates sold 981 IDEX shares in Q4 2023, an estimated $204K.
GW Henssler & Associates first reported a position in IDEX in Q3 2023 and held it in 1 quarter.
GW Henssler & Associates's IDEX position peaked at $204K in Q3 2023.
618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on GW Henssler & Associates's 13F filing for Q4 2023, filed 26 Jan 2024.