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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 $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