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Kingswood Wealth Advisors’s IDEX IEX Stock Holding History

Kingswood Wealth Advisors’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
Q3 		– Sell
-1,158
Closed -$233K – 709
2024
Q2 		$233K Buy
+1,158
New +$253K 0.02% 593
2024
Q1 		– Sell
-1,158
Closed -$251K – 654
2023
Q4 		$251K Buy
+1,158
New +$234K 0.03% 521

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingswood Wealth Advisors's IEX Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of IDEX (IEX) in Q3 2024, closing a stake of 1,158 shares — an estimated $233K sold.

Kingswood Wealth Advisors first reported a position in IEX in Q4 2023 and held it in 2 quarters. The position peaked at $251K in Q4 2023. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,158 IDEX shares in Q3 2024, an estimated $233K.
  • Kingswood Wealth Advisors first reported a position in IDEX in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's IDEX position peaked at $251K in Q4 2023.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.