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Mirabella Financial Services’s IDEX IEX Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-5,975
Closed -$1.2M – 312
2024
Q2 		$1.2M Buy
5,975
+4,860
+436% +$1.06M 0.09% 129
2024
Q1 		$273K Buy
+1,115
New +$252K 0.02% 403
2023
Q3 		– Sell
-3,412
Closed -$734K – 498
2023
Q2 		$734K Buy
+3,412
New +$717K 0.08% 253
2023
Q1 		– Sell
-1,121
Closed -$256K – 491
2022
Q4 		$256K Buy
+1,121
New +$251K 0.02% 276
2021
Q3 		– Sell
-2,099
Closed -$462K – 480
2021
Q2 		$462K Buy
+2,099
New +$464K 0.08% 172
2020
Q3 		– Sell
-1,972
Closed -$312K – 394
2020
Q2 		$312K Buy
+1,972
New +$301K 0.08% 118

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirabella Financial Services's IEX Position: Q3 2024 in Review

Mirabella Financial Services sold out of IDEX (IEX) in Q3 2024, closing a stake of 5,975 shares — an estimated $1.2M sold.

Mirabella Financial Services first reported a position in IEX in Q2 2020 and held it in 6 quarters. The position peaked at $1.2M in Q2 2024. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Mirabella Financial Services reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 5,975 IDEX shares in Q3 2024, an estimated $1.2M.
  • Mirabella Financial Services first reported a position in IDEX in Q2 2020 and held it in 6 quarters.
  • Mirabella Financial Services's IDEX position peaked at $1.2M in Q2 2024.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.