Paradigm Asset Management’s IDEX IEX Stock Holding History

Paradigm Asset Management’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	-800	Closed	-$195K	–	532
2024 Q1	$195K	Sell	800 -200	-20%	-$45.2K	0.05%	290
2023 Q4	$217K	Hold	1,000	–	–	0.06%	294
2023 Q3	$208K	Hold	1,000	–	–	0.06%	291
2023 Q2	$215K	Buy	+1,000	New	+$210K	0.06%	287
2017 Q2	–	Sell	-161	Closed	-$15.1K	–	618
2017 Q1	$15.1K	Sell	161 -200	-55%	-$18.4K	﹤0.01%	629
2016 Q4	$32.5K	Sell	361 -650	-64%	-$58.8K	0.01%	543
2016 Q3	$94.6K	Hold	1,011	–	–	0.02%	437
2016 Q2	$83K	Buy	1,011 +100	+11%	+$8.32K	0.01%	492
2016 Q1	$75.5K	Buy	911 +51	+6%	+$3.83K	0.01%	512
2015 Q4	$65.9K	Sell	860 -250	-23%	-$19.2K	0.01%	571
2015 Q3	$79.1K	Hold	1,110	–	–	0.01%	549
2015 Q2	$87.2K	Hold	1,110	–	–	0.01%	570
2015 Q1	$84.2K	Hold	1,110	–	–	0.01%	579
2014 Q4	$86.4K	Hold	1,110	–	–	0.01%	571
2014 Q3	$80.3K	Sell	1,110 -100	-8%	-$7.72K	0.01%	585
2014 Q2	$97.7K	Hold	1,210	–	–	0.01%	595
2014 Q1	$88.2K	Hold	1,210	–	–	0.01%	588
2013 Q4	$89.4K	Sell	1,210 -7,750	-86%	-$538K	0.01%	571
2013 Q3	$585K	Hold	8,960	–	–	0.1%	228
2013 Q2	$482K	Buy	+8,960	New	+$478K	0.08%	283

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paradigm Asset Management's IEX Position: Q2 2024 in Review

Paradigm Asset Management sold out of IDEX (IEX) in Q2 2024, closing a stake of 800 shares — an estimated $195K sold.

Paradigm Asset Management first reported a position in IEX in Q2 2013 and held it in 20 quarters. The position peaked at $585K in Q3 2013. 631 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

Paradigm Asset Management reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
Paradigm Asset Management sold 800 IDEX shares in Q2 2024, an estimated $195K.
Paradigm Asset Management first reported a position in IDEX in Q2 2013 and held it in 20 quarters.
Paradigm Asset Management's IDEX position peaked at $585K in Q3 2013.
631 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Paradigm Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.