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Simplicity Solutions’s IDEX IEX Stock Holding History

Simplicity 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
2023
Q4 		$270K Sell
1,243
-59
-5% -$11.9K 0.01% 869
2023
Q3 		$271K Sell
1,302
-135
-9% -$29.3K 0.01% 805
2023
Q2 		$309K Sell
1,437
-114
-7% -$24K 0.01% 816
2023
Q1 		$358K Buy
1,551
+502
+48% +$114K 0.01% 786
2022
Q4 		$240K Buy
+1,049
New +$234K 0.03% 561

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Simplicity Solutions's IEX Position: Q4 2023 in Review

Simplicity Solutions reduced its IDEX (IEX) stake by 4.5% in Q4 2023, selling an estimated $11.9K and leaving 1,243 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #869.

Simplicity Solutions first reported a position in IEX in Q4 2022 and has held it in 5 quarters since. The position peaked at $358K in Q1 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Simplicity Solutions held 1,243 shares of IDEX worth $270K as of Q4 2023.
  • Simplicity Solutions sold 59 IDEX shares in Q4 2023, an estimated $11.9K.
  • IDEX made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #869 holding.
  • Simplicity Solutions first reported a position in IDEX in Q4 2022 and has held it in 5 quarters since.
  • Simplicity Solutions's IDEX position peaked at $358K in Q1 2023.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.