Symmetry Partners’s IDEX IEX Stock Holding History

Symmetry Partners’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	-1,472	Closed	-$296K	–	288
2024 Q2	$296K	Sell	1,472 -944	-39%	-$206K	0.02%	410
2024 Q1	$590K	Hold	2,416	–	–	0.05%	268
2023 Q4	$524K	Sell	2,416 -85	-3%	-$17.1K	0.03%	270
2023 Q3	$520K	Sell	2,501 -206	-8%	-$44.7K	0.03%	299
2023 Q2	$583K	Buy	2,707 +85	+3%	+$17.9K	0.03%	294
2023 Q1	$606K	Buy	2,622 +15	+0.6%	+$3.4K	0.03%	277
2022 Q4	$595K	Hold	2,607	–	–	0.04%	284
2022 Q3	$521K	Hold	2,607	–	–	0.04%	292
2022 Q2	$474K	Hold	2,607	–	–	0.03%	335
2022 Q1	$500K	Hold	2,607	–	–	0.03%	362
2021 Q4	$616K	Hold	2,607	–	–	0.04%	328
2021 Q3	$550K	Hold	2,607	–	–	0.04%	375
2021 Q2	$574K	Hold	2,607	–	–	0.04%	371
2021 Q1	$546K	Sell	2,607 -3	-0.1%	-$595	0.04%	369
2020 Q4	$520K	Hold	2,610	–	–	0.04%	360
2020 Q3	$476K	Buy	2,610 +1,246	+91%	+$216K	0.04%	343
2020 Q2	$216K	Buy	+1,364	New	+$208K	0.03%	281
2020 Q1	–	Sell	-1,364	Closed	-$235K	–	319
2019 Q4	$235K	Hold	1,364	–	–	0.05%	292
2019 Q3	$224K	Hold	1,364	–	–	0.05%	304
2019 Q2	$235K	Hold	1,364	–	–	0.05%	287
2019 Q1	$207K	Hold	1,364	–	–	0.04%	300
2018 Q4	$172K	Buy	+1,364	New	+$183K	0.04%	263

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Symmetry Partners's IEX Position: Q3 2024 in Review

Symmetry Partners sold out of IDEX (IEX) in Q3 2024, closing a stake of 1,472 shares — an estimated $296K sold.

Symmetry Partners first reported a position in IEX in Q4 2018 and held it in 22 quarters. The position peaked at $616K in Q4 2021. 612 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

Symmetry Partners reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 1,472 IDEX shares in Q3 2024, an estimated $296K.
Symmetry Partners first reported a position in IDEX in Q4 2018 and held it in 22 quarters.
Symmetry Partners's IDEX position peaked at $616K in Q4 2021.
612 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.