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Kintegral Advisory’s IDEX IEX Stock Holding History

Kintegral 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
2023
Q4 		– Sell
-1,393
Closed -$290K – 274
2023
Q3 		$290K Hold
1,393
– – 0.04% 242
2023
Q2 		$300K Hold
1,393
– – 0.04% 247
2023
Q1 		$322K Sell
1,393
-75
-5% -$17K 0.04% 237
2022
Q4 		$335K Buy
+1,468
New +$328K 0.04% 238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Kintegral Advisory's IEX Position: Q4 2023 in Review

Kintegral Advisory sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,393 shares — an estimated $290K sold.

Kintegral Advisory first reported a position in IEX in Q4 2022 and held it in 4 quarters. The position peaked at $335K in Q4 2022. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Kintegral Advisory reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Kintegral Advisory sold 1,393 IDEX shares in Q4 2023, an estimated $290K.
  • Kintegral Advisory first reported a position in IDEX in Q4 2022 and held it in 4 quarters.
  • Kintegral Advisory's IDEX position peaked at $335K in Q4 2022.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Kintegral Advisory's 13F filing for Q4 2023, filed 14 Feb 2024.