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TFO Wealth Partners’s IDEX IEX Stock Holding History

TFO Wealth 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
Q2 		– Sell
-1
Closed -$244 – 388
2024
Q1 		$244 Hold
1
– – ﹤0.01% 449
2023
Q4 		$217 Hold
1
– – ﹤0.01% 617
2023
Q3 		$215 Hold
1
– – ﹤0.01% 776
2023
Q2 		$215 Hold
1
– – ﹤0.01% 486
2023
Q1 		$231 Sell
1
-2
-67% -$454 ﹤0.01% 443
2022
Q4 		$243 Buy
+3
New +$670 ﹤0.01% 600
2022
Q3 		– Sell
-8
Closed -$1K – 299
2022
Q2 		$1K Buy
+8
New +$1.51K ﹤0.01% 419

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's IEX Position: Q2 2024 in Review

TFO Wealth Partners sold out of IDEX (IEX) in Q2 2024, closing a stake of 1 share — an estimated $244 sold.

TFO Wealth Partners first reported a position in IEX in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • TFO Wealth Partners reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 IDEX share in Q2 2024, an estimated $244.
  • TFO Wealth Partners first reported a position in IDEX in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's IDEX position peaked at $1K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.