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Mount Yale Investment Advisors’s IDEX IEX Stock Holding History

Mount Yale Investment Advisors’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
-3,683
Closed -$766K – 522
2023
Q3 		$766K Sell
3,683
-10
-0.3% -$2.17K 0.08% 229
2023
Q2 		$795K Sell
3,693
-149
-4% -$31.3K 0.08% 234
2023
Q1 		$888K Sell
3,842
-235
-6% -$53.3K 0.1% 204
2022
Q4 		$931K Sell
4,077
-93
-2% -$20.8K 0.11% 199
2022
Q3 		$833K Sell
4,170
-52
-1% -$10.5K 0.11% 195
2022
Q2 		$767K Sell
4,222
-110
-3% -$20.7K 0.1% 209
2022
Q1 		$831K Buy
4,332
+164
+4% +$33.3K 0.09% 224
2021
Q4 		$985K Buy
4,168
+15
+0.4% +$3.41K 0.1% 203
2021
Q3 		$859K Sell
4,153
-67
-2% -$14.9K 0.1% 213
2021
Q2 		$929K Buy
4,220
+24
+0.6% +$5.3K 0.11% 188
2021
Q1 		$878K Buy
4,196
+177
+4% +$35.1K 0.11% 186
2020
Q4 		$801K Buy
4,019
+42
+1% +$7.99K 0.11% 192
2020
Q3 		$725K Sell
3,977
-40
-1% -$6.93K 0.1% 194
2020
Q2 		$635K Buy
4,017
+615
+18% +$94K 0.11% 192
2020
Q1 		$470K Buy
3,402
+447
+15% +$70.1K 0.11% 180
2019
Q4 		$484K Sell
2,955
-48
-2% -$7.77K 0.08% 204
2019
Q3 		$485K Sell
3,003
-69
-2% -$11.4K 0.09% 197
2019
Q2 		$486K Sell
3,072
-8
-0.3% -$1.26K 0.09% 193
2019
Q1 		$467K Buy
+3,080
New +$435K 0.09% 188

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mount Yale Investment Advisors's IEX Position: Q4 2023 in Review

Mount Yale Investment Advisors sold out of IDEX (IEX) in Q4 2023, closing a stake of 3,683 shares — an estimated $766K sold.

Mount Yale Investment Advisors first reported a position in IEX in Q1 2019 and held it in 19 quarters. The position peaked at $985K in Q4 2021. 620 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Mount Yale Investment Advisors reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,683 IDEX shares in Q4 2023, an estimated $766K.
  • Mount Yale Investment Advisors first reported a position in IDEX in Q1 2019 and held it in 19 quarters.
  • Mount Yale Investment Advisors's IDEX position peaked at $985K in Q4 2021.
  • 620 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.