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KB Financial Partners’s IDEX IEX Stock Holding History

KB Financial Partners’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
Q3 		$2K Hold
9
– – ﹤0.01% 513
2023
Q2 		$2K Hold
9
– – ﹤0.01% 534
2023
Q1 		$2K Hold
9
– – ﹤0.01% 520
2022
Q4 		$2K Hold
9
– – ﹤0.01% 520
2022
Q3 		$2K Hold
9
– – ﹤0.01% 511
2022
Q2 		$2K Hold
9
– – ﹤0.01% 517
2022
Q1 		$2K Hold
9
– – ﹤0.01% 561
2021
Q4 		$2K Buy
+9
New +$2.04K ﹤0.01% 594
2021
Q3 		– Sell
-9
Closed -$2K – 350
2021
Q2 		$2K Hold
9
– – ﹤0.01% 567
2021
Q1 		$2K Buy
+9
New +$1.78K ﹤0.01% 575

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

KB Financial Partners's IEX Position: Q3 2023 in Review

KB Financial Partners held its IDEX (IEX) position steady in Q3 2023 at 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

KB Financial Partners first reported a position in IEX in Q1 2021 and has held it in 10 quarters since. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • KB Financial Partners held 9 shares of IDEX worth $2K as of Q3 2023.
  • KB Financial Partners left its IDEX share count unchanged in Q3 2023.
  • IDEX made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #513 holding.
  • KB Financial Partners first reported a position in IDEX in Q1 2021 and has held it in 10 quarters since.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.