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Hennion & Walsh Asset Management’s IDEX IEX Stock Holding History

Hennion & Walsh Asset 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
2024
Q1 		– Sell
-1,135
Closed -$246K – 864
2023
Q4 		$246K Sell
1,135
-288
-20% -$58.1K 0.01% 731
2023
Q3 		$296K Sell
1,423
-58
-4% -$12.6K 0.02% 651
2023
Q2 		$319K Sell
1,481
-57
-4% -$12K 0.02% 638
2023
Q1 		$355K Sell
1,538
-54
-3% -$12.3K 0.02% 592
2022
Q4 		$364K Sell
1,592
-18
-1% -$4.02K 0.02% 568
2022
Q3 		$322K Buy
1,610
+32
+2% +$6.47K 0.02% 589
2022
Q2 		$287K Buy
1,578
+449
+40% +$84.6K 0.02% 641
2022
Q1 		$216K Buy
+1,129
New +$229K 0.01% 727

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Hennion & Walsh Asset Management's IEX Position: Q1 2024 in Review

Hennion & Walsh Asset Management sold out of IDEX (IEX) in Q1 2024, closing a stake of 1,135 shares — an estimated $246K sold.

Hennion & Walsh Asset Management first reported a position in IEX in Q1 2022 and held it in 8 quarters. The position peaked at $364K in Q4 2022. 623 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Hennion & Walsh Asset Management reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 1,135 IDEX shares in Q1 2024, an estimated $246K.
  • Hennion & Walsh Asset Management first reported a position in IDEX in Q1 2022 and held it in 8 quarters.
  • Hennion & Walsh Asset Management's IDEX position peaked at $364K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2024, filed 17 Apr 2024.