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Long Island Wealth Management’s IDEX IEX Stock Holding History

Long Island Wealth 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
2024
Q1 		– Sell
-15
Closed -$3K – 222
2023
Q4 		$3K Buy
+15
New +$3.03K ﹤0.01% 312

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

Long Island Wealth Management's IEX Position: Q1 2024 in Review

Long Island Wealth Management sold out of IDEX (IEX) in Q1 2024, closing a stake of 15 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in IEX in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 623 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Long Island Wealth Management reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 15 IDEX shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in IDEX in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's IDEX position peaked at $3K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.