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Lee Financial’s IDEX IEX Stock Holding History

Lee Financial’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
Q1 		– Sell
-80
Closed -$17.4K – 479
2023
Q4 		$17.4K Sell
80
-8
-9% -$1.61K ﹤0.01% 339
2023
Q3 		$18.3K Buy
88
+30
+52% +$6.51K ﹤0.01% 315
2023
Q2 		$12.5K Buy
+58
New +$12.2K ﹤0.01% 376
2023
Q1 		– Sell
-3
Closed -$685 – 872
2022
Q4 		$685 Hold
3
– – ﹤0.01% 793
2022
Q3 		$1K Hold
3
– – ﹤0.01% 761
2022
Q2 		$1K Buy
+3
New +$565 ﹤0.01% 794
2022
Q1 		– Sell
-10
Closed -$2K – 855
2021
Q4 		$2K Buy
+10
New +$2.27K ﹤0.01% 748

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lee Financial's IEX Position: Q1 2024 in Review

Lee Financial sold out of IDEX (IEX) in Q1 2024, closing a stake of 80 shares — an estimated $17.4K sold.

Lee Financial first reported a position in IEX in Q4 2021 and held it in 7 quarters. The position peaked at $18.3K in Q3 2023. 623 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Lee Financial reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 80 IDEX shares in Q1 2024, an estimated $17.4K.
  • Lee Financial first reported a position in IDEX in Q4 2021 and held it in 7 quarters.
  • Lee Financial's IDEX position peaked at $18.3K in Q3 2023.
  • 623 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.