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HBK Sorce Advisory’s IDEX IEX Stock Holding History

HBK Sorce Advisory’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
Q2 		– Sell
-1,075
Closed -$262K – 589
2024
Q1 		$262K Sell
1,075
-62
-5% -$14K 0.01% 488
2023
Q4 		$247K Sell
1,137
-965
-46% -$195K 0.01% 460
2023
Q3 		$437K Sell
2,102
-72
-3% -$15.6K 0.02% 340
2023
Q2 		$468K Sell
2,174
-22
-1% -$4.63K 0.02% 343
2023
Q1 		$507K Sell
2,196
-2,586
-54% -$587K 0.02% 318
2022
Q4 		$1.09M Buy
4,782
+2,102
+78% +$470K 0.03% 271
2022
Q3 		$536K Buy
2,680
+1,121
+72% +$227K 0.04% 256
2022
Q2 		$283K Buy
1,559
+302
+24% +$56.9K 0.02% 348
2022
Q1 		$241K Sell
1,257
-419
-25% -$85K 0.01% 454
2021
Q4 		$396K Buy
1,676
+46
+3% +$10.4K 0.02% 382
2021
Q3 		$337K Buy
1,630
+70
+4% +$15.5K 0.02% 406
2021
Q2 		$343K Buy
1,560
+20
+1% +$4.42K 0.02% 419
2021
Q1 		$322K Buy
+1,540
New +$305K 0.02% 386

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBK Sorce Advisory's IEX Position: Q2 2024 in Review

HBK Sorce Advisory sold out of IDEX (IEX) in Q2 2024, closing a stake of 1,075 shares — an estimated $262K sold.

HBK Sorce Advisory first reported a position in IEX in Q1 2021 and held it in 13 quarters. The position peaked at $1.09M in Q4 2022. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • HBK Sorce Advisory reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,075 IDEX shares in Q2 2024, an estimated $262K.
  • HBK Sorce Advisory first reported a position in IDEX in Q1 2021 and held it in 13 quarters.
  • HBK Sorce Advisory's IDEX position peaked at $1.09M in Q4 2022.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on HBK Sorce Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.