Simplicity Wealth’s IDEX IEX Stock Holding History

Simplicity Wealth’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	-1,235	Closed	-$249K	–	817
2024 Q2	$249K	Sell	1,235 -19	-2%	-$4.15K	0.01%	1017
2024 Q1	$306K	Buy	+1,254	New	+$283K	0.01%	911

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's IEX Position: Q3 2024 in Review

Simplicity Wealth sold out of IDEX (IEX) in Q3 2024, closing a stake of 1,235 shares — an estimated $249K sold.

Simplicity Wealth first reported a position in IEX in Q1 2024 and held it in 2 quarters. The position peaked at $306K in Q1 2024. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

Simplicity Wealth reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,235 IDEX shares in Q3 2024, an estimated $249K.
Simplicity Wealth first reported a position in IDEX in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's IDEX position peaked at $306K in Q1 2024.
610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.