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Moody National Bank Trust Division’s IDEX IEX Stock Holding History

Moody National Bank Trust Division’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
Q2 		– Sell
-871
Closed -$201K – 617
2023
Q1 		$201K Buy
+871
New +$198K 0.02% 584

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Moody National Bank Trust Division's IEX Position: Q2 2023 in Review

Moody National Bank Trust Division sold out of IDEX (IEX) in Q2 2023, closing a stake of 871 shares — an estimated $201K sold.

Moody National Bank Trust Division first reported a position in IEX in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Moody National Bank Trust Division reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Moody National Bank Trust Division sold 871 IDEX shares in Q2 2023, an estimated $201K.
  • Moody National Bank Trust Division first reported a position in IDEX in Q1 2023 and held it in 1 quarter.
  • Moody National Bank Trust Division's IDEX position peaked at $201K in Q1 2023.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Moody National Bank Trust Division's 13F filing for Q2 2023, filed 7 Jul 2023.