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Legacy Wealth Asset Management’s IDEX IEX Stock Holding History

Legacy Wealth Asset Management’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
-1,327
Closed -$276K – 345
2023
Q3 		$276K Sell
1,327
-26
-2% -$5.64K 0.1% 286
2023
Q2 		$291K Buy
1,353
+32
+2% +$6.73K 0.1% 289
2023
Q1 		$305K Sell
1,321
-17
-1% -$3.86K 0.11% 285
2022
Q4 		$306K Buy
1,338
+164
+14% +$36.7K 0.12% 286
2022
Q3 		$235K Buy
1,174
+6
+0.5% +$1.21K 0.1% 289
2022
Q2 		$212K Sell
1,168
-20
-2% -$3.77K 0.09% 287
2022
Q1 		$228K Buy
1,188
+9
+0.8% +$1.83K 0.08% 279
2021
Q4 		$279K Sell
1,179
-38
-3% -$8.63K 0.09% 264
2021
Q3 		$252K Sell
1,217
-25
-2% -$5.55K 0.12% 261
2021
Q2 		$273K Sell
1,242
-23
-2% -$5.08K 0.12% 259
2021
Q1 		$265K Hold
1,265
– – 0.12% 256
2020
Q4 		$252K Buy
+1,265
New +$240K 0.13% 255

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

Legacy Wealth Asset Management's IEX Position: Q4 2023 in Review

Legacy Wealth Asset Management sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,327 shares — an estimated $276K sold.

Legacy Wealth Asset Management first reported a position in IEX in Q4 2020 and held it in 12 quarters. The position peaked at $306K in Q4 2022. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Legacy Wealth Asset Management reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,327 IDEX shares in Q4 2023, an estimated $276K.
  • Legacy Wealth Asset Management first reported a position in IDEX in Q4 2020 and held it in 12 quarters.
  • Legacy Wealth Asset Management's IDEX position peaked at $306K in Q4 2022.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.