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Silvercrest Asset Management’s IDEX IEX Stock Holding History

Silvercrest 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
Q3 		– Sell
-1,224
Closed -$246K – 815
2024
Q2 		$246K Sell
1,224
-11,759
-91% -$2.57M ﹤0.01% 841
2024
Q1 		$3.17M Buy
12,983
+1,629
+14% +$368K 0.02% 449
2023
Q4 		$2.47M Buy
11,354
+900
+9% +$182K 0.02% 470
2023
Q3 		$2.17M Buy
10,454
+4,968
+91% +$1.08M 0.02% 471
2023
Q2 		$1.18M Buy
+5,486
New +$1.15M 0.01% 570

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

Silvercrest Asset Management's IEX Position: Q3 2024 in Review

Silvercrest Asset Management sold out of IDEX (IEX) in Q3 2024, closing a stake of 1,224 shares — an estimated $246K sold.

Silvercrest Asset Management first reported a position in IEX in Q2 2023 and held it in 5 quarters. The position peaked at $3.17M in Q1 2024. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Silvercrest Asset Management reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Silvercrest Asset Management sold 1,224 IDEX shares in Q3 2024, an estimated $246K.
  • Silvercrest Asset Management first reported a position in IDEX in Q2 2023 and held it in 5 quarters.
  • Silvercrest Asset Management's IDEX position peaked at $3.17M in Q1 2024.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Silvercrest Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.