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Planned Solutions’s IDEX IEX Stock Holding History

Planned Solutions’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
Q4 		– Sell
-150
Closed -$32.2K – 354
2024
Q3 		$32.2K Buy
+150
New +$30.2K 0.01% 351
2024
Q1 		– Sell
-150
Closed -$32.6K – 298
2023
Q4 		$32.6K Buy
+150
New +$30.3K 0.02% 334

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Planned Solutions's IEX Position: Q4 2024 in Review

Planned Solutions sold out of IDEX (IEX) in Q4 2024, closing a stake of 150 shares — an estimated $32.2K sold.

Planned Solutions first reported a position in IEX in Q4 2023 and held it in 2 quarters. The position peaked at $32.6K in Q4 2023. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Planned Solutions reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 150 IDEX shares in Q4 2024, an estimated $32.2K.
  • Planned Solutions first reported a position in IDEX in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's IDEX position peaked at $32.6K in Q4 2023.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.