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Peterson Financial Group’s IDEX IEX Stock Holding History

Peterson Financial Group’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 		$19.4K Buy
+91
New +$18.3K 0.07% 154

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Peterson Financial Group's IEX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in IDEX (IEX) in Q3 2024: 91 shares worth $19.4K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings.

611 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Peterson Financial Group held 91 shares of IDEX worth $19.4K as of Q3 2024.
  • IDEX was a new Peterson Financial Group position in Q3 2024.
  • IDEX made up 0.07% of Peterson Financial Group's portfolio in Q3 2024, its #154 holding.
  • 611 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.