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SkyView Investment Advisors’s IDEX IEX Stock Holding History

SkyView 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
2023
Q3 		– Sell
-8
Closed -$2K – 673
2023
Q2 		$2K Buy
8
+2
+33% +$420 ﹤0.01% 588
2023
Q1 		$1K Buy
+6
New +$1.36K ﹤0.01% 609

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
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
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

SkyView Investment Advisors's IEX Position: Q3 2023 in Review

SkyView Investment Advisors sold out of IDEX (IEX) in Q3 2023, closing a stake of 8 shares — an estimated $2K sold.

SkyView Investment Advisors first reported a position in IEX in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q2 2023. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • SkyView Investment Advisors reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 8 IDEX shares in Q3 2023, an estimated $2K.
  • SkyView Investment Advisors first reported a position in IDEX in Q1 2023 and held it in 2 quarters.
  • SkyView Investment Advisors's IDEX position peaked at $2K in Q2 2023.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.