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SOA Wealth Advisors’s IDEX IEX Stock Holding History

SOA Wealth 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
-50
Closed -$10.1K – 848
2024
Q2 		$10.1K Sell
50
-1
-2% -$218 ﹤0.01% 537
2024
Q1 		$12.4K Hold
51
– – ﹤0.01% 508
2023
Q4 		$11.1K Hold
51
– – ﹤0.01% 514
2023
Q3 		$10.6K Hold
51
– – ﹤0.01% 516
2023
Q2 		$11K Hold
51
– – ﹤0.01% 521
2023
Q1 		$11.8K Hold
51
– – ﹤0.01% 505
2022
Q4 		$11.6K Hold
51
– – ﹤0.01% 502
2022
Q3 		$10K Hold
51
– – ﹤0.01% 509
2022
Q2 		$9K Sell
51
-31
-38% -$5.84K ﹤0.01% 510
2022
Q1 		$15K Hold
82
– – ﹤0.01% 514
2021
Q4 		$19K Hold
82
– – ﹤0.01% 456
2021
Q3 		$16K Sell
82
-2
-2% -$444 ﹤0.01% 487
2021
Q2 		$18K Buy
84
+19
+29% +$4.2K ﹤0.01% 477
2021
Q1 		$13K Sell
65
-85
-57% -$16.9K ﹤0.01% 471
2020
Q4 		$29K Buy
+150
New +$28.5K 0.01% 337

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

SOA Wealth Advisors's IEX Position: Q3 2024 in Review

SOA Wealth Advisors sold out of IDEX (IEX) in Q3 2024, closing a stake of 50 shares — an estimated $10.1K sold.

SOA Wealth Advisors first reported a position in IEX in Q4 2020 and held it in 15 quarters. The position peaked at $29K in Q4 2020. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • SOA Wealth Advisors reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 50 IDEX shares in Q3 2024, an estimated $10.1K.
  • SOA Wealth Advisors first reported a position in IDEX in Q4 2020 and held it in 15 quarters.
  • SOA Wealth Advisors's IDEX position peaked at $29K in Q4 2020.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on SOA Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.