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Jackson Grant Investment Advisers’s IDEX IEX Stock Holding History

Jackson Grant Investment Advisers’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
-7
Closed -$1.71K – 404
2024
Q1 		$1.71K Hold
7
– – ﹤0.01% 369
2023
Q4 		$1.52K Hold
7
– – ﹤0.01% 367
2023
Q3 		$1.46K Hold
7
– – ﹤0.01% 366
2023
Q2 		$1.51K Hold
7
– – ﹤0.01% 389
2023
Q1 		$1.62K Buy
+7
New +$1.59K ﹤0.01% 413

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

Jackson Grant Investment Advisers's IEX Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of IDEX (IEX) in Q2 2024, closing a stake of 7 shares — an estimated $1.71K sold.

Jackson Grant Investment Advisers first reported a position in IEX in Q1 2023 and held it in 5 quarters. The position peaked at $1.71K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Jackson Grant Investment Advisers reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 7 IDEX shares in Q2 2024, an estimated $1.71K.
  • Jackson Grant Investment Advisers first reported a position in IDEX in Q1 2023 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's IDEX position peaked at $1.71K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.