OWA
IEX icon

Outlook Wealth Advisors’s IDEX IEX Stock Holding History

Outlook 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
Q2 		– Sell
-1,250
Closed -$305K – 267
2024
Q1 		$305K Buy
1,250
+266
+27% +$60.1K 0.09% 206
2023
Q4 		$214K Buy
+984
New +$198K 0.07% 228

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

Outlook Wealth Advisors's IEX Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of IDEX (IEX) in Q2 2024, closing a stake of 1,250 shares — an estimated $305K sold.

Outlook Wealth Advisors first reported a position in IEX in Q4 2023 and held it in 2 quarters. The position peaked at $305K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,250 IDEX shares in Q2 2024, an estimated $305K.
  • Outlook Wealth Advisors first reported a position in IDEX in Q4 2023 and held it in 2 quarters.
  • Outlook Wealth Advisors's IDEX position peaked at $305K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.