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Nebula Research & Development’s IDEX IEX Stock Holding History

Nebula Research & Development’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
Q2 		– Sell
-827
Closed -$202K – 911
2024
Q1 		$202K Buy
+827
New +$187K 0.04% 645
2023
Q3 		– Sell
-2,912
Closed -$627K – 569
2023
Q2 		$627K Buy
+2,912
New +$612K 0.48% 60

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nebula Research & Development's IEX Position: Q2 2024 in Review

Nebula Research & Development sold out of IDEX (IEX) in Q2 2024, closing a stake of 827 shares — an estimated $202K sold.

Nebula Research & Development first reported a position in IEX in Q2 2023 and held it in 2 quarters. The position peaked at $627K in Q2 2023. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Nebula Research & Development reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Nebula Research & Development sold 827 IDEX shares in Q2 2024, an estimated $202K.
  • Nebula Research & Development first reported a position in IDEX in Q2 2023 and held it in 2 quarters.
  • Nebula Research & Development's IDEX position peaked at $627K in Q2 2023.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Nebula Research & Development's 13F filing for Q2 2024, filed 14 Aug 2024.