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Lake Street Advisors Group’s IDEX IEX Stock Holding History

Lake Street Advisors Group’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
Q4 		$212K Sell
1,014
-143
-12% -$31.3K 0.01% 547
2024
Q3 		$248K Buy
+1,157
New +$233K 0.01% 509
2024
Q2 		– Sell
-996
Closed -$243K – 642
2024
Q1 		$243K Buy
996
+64
+7% +$14.5K 0.01% 509
2023
Q4 		$202K Buy
+932
New +$188K 0.01% 546

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $105B AUM 38.07% 1-Year Est. Return

Lake Street Advisors Group's IEX Position: Q4 2024 in Review

Lake Street Advisors Group reduced its IDEX (IEX) stake by 12% in Q4 2024, selling an estimated $31.3K and leaving 1,014 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #547.

Lake Street Advisors Group first reported a position in IEX in Q4 2023 and has held it in 4 quarters since. The position peaked at $248K in Q3 2024. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Lake Street Advisors Group held 1,014 shares of IDEX worth $212K as of Q4 2024.
  • Lake Street Advisors Group sold 143 IDEX shares in Q4 2024, an estimated $31.3K.
  • IDEX made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #547 holding.
  • Lake Street Advisors Group first reported a position in IDEX in Q4 2023 and has held it in 4 quarters since.
  • Lake Street Advisors Group's IDEX position peaked at $248K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.