Opal Wealth Advisors’s IDEX IEX Stock Holding History

Opal Wealth 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
2024 Q3	–	Sell	-77	Closed	-$15.4K	–	653
2024 Q2	$15.4K	Buy	+77	New	+$16.8K	0.01%	577

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opal Wealth Advisors's IEX Position: Q3 2024 in Review

Opal Wealth Advisors sold out of IDEX (IEX) in Q3 2024, closing a stake of 77 shares — an estimated $15.4K sold.

Opal Wealth Advisors first reported a position in IEX in Q2 2024 and held it in 1 quarter. The position peaked at $15.4K in Q2 2024. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

Opal Wealth Advisors reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 77 IDEX shares in Q3 2024, an estimated $15.4K.
Opal Wealth Advisors first reported a position in IDEX in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's IDEX position peaked at $15.4K in Q2 2024.
610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.