MOS
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MGO One Seven’s IDEX IEX Stock Holding History

MGO One Seven’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
-2,328
Closed -$484K – 933
2023
Q3 		$484K Sell
2,328
-35
-1% -$7.59K 0.04% 451
2023
Q2 		$509K Sell
2,363
-173
-7% -$36.4K 0.05% 413
2023
Q1 		$586K Buy
2,536
+39
+2% +$8.85K 0.04% 429
2022
Q4 		$570K Buy
2,497
+61
+3% +$13.6K 0.06% 353
2022
Q3 		$486 Sell
2,436
-507
-17% -$102K 0.02% 392
2022
Q2 		$535K Buy
2,943
+261
+10% +$49.2K 0.07% 299
2022
Q1 		$514K Sell
2,682
-192
-7% -$38.9K 0.06% 360
2021
Q4 		$679K Buy
2,874
+13
+0.5% +$2.95K 0.07% 299
2021
Q3 		$637K Sell
2,861
-105
-4% -$23.3K 0.08% 285
2021
Q2 		$653K Sell
2,966
-53
-2% -$11.7K 0.09% 270
2021
Q1 		$631K Sell
3,019
-14
-0.5% -$2.78K 0.11% 239
2020
Q4 		$604K Sell
3,033
-87
-3% -$16.5K 0.12% 220
2020
Q3 		$569K Sell
3,120
-50
-2% -$8.66K 0.14% 201
2020
Q2 		$501K Sell
3,170
-224
-7% -$34.2K 0.13% 214
2020
Q1 		$468K Sell
3,394
-238
-7% -$37.3K 0.16% 184
2019
Q4 		$624K Sell
3,632
-99
-3% -$16K 0.16% 168
2019
Q3 		$611K Buy
3,731
+111
+3% +$18.4K 0.18% 155
2019
Q2 		$623K Buy
+3,620
New +$569K 0.2% 145
2019
Q1 		– Sell
-75
Closed -$9K – 977
2018
Q4 		$9K Buy
+75
New +$10K ﹤0.01% 1170
2018
Q1 		$11K Hold
75
– – 0.01% 1074
2017
Q4 		$10K Buy
+75
New +$9.65K ﹤0.01% 1091

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

MGO One Seven's IEX Position: Q4 2023 in Review

MGO One Seven sold out of IDEX (IEX) in Q4 2023, closing a stake of 2,328 shares — an estimated $484K sold.

MGO One Seven first reported a position in IEX in Q4 2017 and held it in 21 quarters. The position peaked at $679K in Q4 2021. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • MGO One Seven reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • MGO One Seven sold 2,328 IDEX shares in Q4 2023, an estimated $484K.
  • MGO One Seven first reported a position in IDEX in Q4 2017 and held it in 21 quarters.
  • MGO One Seven's IDEX position peaked at $679K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on MGO One Seven's 13F filing for Q4 2023, filed 14 Feb 2024.