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Sutton Wealth Advisors’s IDEX IEX Stock Holding History

Sutton 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
2023
Q3 		$13.5K Buy
65
+9
+16% +$1.95K 0.01% 422
2023
Q2 		$12.1K Buy
56
+2
+4% +$420 0.01% 428
2023
Q1 		$12.5K Buy
54
+46
+575% +$10.4K 0.01% 381
2022
Q4 		$1.83K Hold
8
– – ﹤0.01% 1219
2022
Q3 		$1.6K Hold
8
– – ﹤0.01% 1212
2022
Q2 		$1.45K Hold
8
– – ﹤0.01% 1221
2022
Q1 		$1.53K Hold
8
– – ﹤0.01% 1241
2021
Q4 		$1.89K Hold
8
– – ﹤0.01% 1209
2021
Q3 		$1.66K Hold
8
– – ﹤0.01% 1194
2021
Q2 		$1.76K Hold
8
– – ﹤0.01% 1178
2021
Q1 		$1.68K Hold
8
– – ﹤0.01% 1159
2020
Q4 		$1.59K Buy
8
+5
+167% +$951 ﹤0.01% 1138
2020
Q3 		$547 Hold
3
– – ﹤0.01% 1172
2020
Q2 		$474 Buy
+3
New +$458 ﹤0.01% 1166

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 $105B AUM 38.07% 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

Sutton Wealth Advisors's IEX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its IDEX (IEX) stake by 16% in Q3 2023, buying an estimated $1.95K and bringing the position to 65 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #422.

Sutton Wealth Advisors first reported a position in IEX in Q2 2020 and has held it in 14 quarters since. 618 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Sutton Wealth Advisors held 65 shares of IDEX worth $13.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 9 IDEX shares in Q3 2023, an estimated $1.95K.
  • IDEX made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #422 holding.
  • Sutton Wealth Advisors first reported a position in IDEX in Q2 2020 and has held it in 14 quarters since.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.