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Schechter Investment Advisors’s IDEX IEX Stock Holding History

Schechter Investment 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
-4,693
Closed -$944K – 689
2024
Q2 		$944K Buy
4,693
+3
+0.1% +$655 0.07% 248
2024
Q1 		$1.14M Sell
4,690
-70
-1% -$15.8K 0.09% 219
2023
Q4 		$1.03M Sell
4,760
-34
-0.7% -$6.86K 0.09% 223
2023
Q3 		$997K Sell
4,794
-30
-0.6% -$6.51K 0.1% 221
2023
Q2 		$1.04M Buy
4,824
+105
+2% +$22.1K 0.09% 235
2023
Q1 		$1.09M Buy
4,719
+511
+12% +$116K 0.1% 235
2022
Q4 		$961K Sell
4,208
-1,900
-31% -$425K 0.09% 300
2022
Q3 		$1.22M Sell
6,108
-656
-10% -$133K 0.12% 217
2022
Q2 		$1.23M Buy
6,764
+268
+4% +$50.5K 0.12% 213
2022
Q1 		$1.25M Buy
6,496
+1,749
+37% +$355K 0.12% 228
2021
Q4 		$1.12M Buy
+4,747
New +$1.08M 0.1% 264

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's IEX Position: Q3 2024 in Review

Schechter Investment Advisors sold out of IDEX (IEX) in Q3 2024, closing a stake of 4,693 shares — an estimated $944K sold.

Schechter Investment Advisors first reported a position in IEX in Q4 2021 and held it in 11 quarters. The position peaked at $1.25M in Q1 2022. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Schechter Investment Advisors reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 4,693 IDEX shares in Q3 2024, an estimated $944K.
  • Schechter Investment Advisors first reported a position in IDEX in Q4 2021 and held it in 11 quarters.
  • Schechter Investment Advisors's IDEX position peaked at $1.25M in Q1 2022.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.