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Tortoise Index Solutions’s IDEX IEX Stock Holding History

Tortoise Index Solutions’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
Q1 		$2.14M Sell
8,773
-559
-6% -$126K 0.43% 41
2023
Q4 		$2.03M Buy
9,332
+1,132
+14% +$228K 0.38% 38
2023
Q3 		$1.71M Sell
8,200
-1,120
-12% -$243K 0.35% 39
2023
Q2 		$2.01M Buy
9,320
+642
+7% +$135K 0.41% 36
2023
Q1 		$2M Sell
8,678
-7,479
-46% -$1.7M 0.38% 37
2022
Q4 		$1M Sell
16,157
-1,311
-8% -$293K 0.18% 53
2022
Q3 		$3.49M Buy
17,468
+6,499
+59% +$1.31M 0.68% 32
2022
Q2 		$1.99M Sell
10,969
-975
-8% -$184K 0.38% 37
2022
Q1 		$2.29M Buy
11,944
+798
+7% +$162K 0.41% 38
2021
Q4 		$2.63M Buy
11,146
+424
+4% +$96.3K 0.58% 34
2021
Q3 		$2.22M Buy
10,722
+470
+5% +$104K 0.53% 32
2021
Q2 		$2.26M Buy
10,252
+2,036
+25% +$450K 0.47% 33
2021
Q1 		$1.72M Buy
+8,216
New +$1.63M 0.41% 33

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Tortoise Index Solutions's IEX Position: Q1 2024 in Review

Tortoise Index Solutions reduced its IDEX (IEX) stake by 6% in Q1 2024, selling an estimated $126K and leaving 8,773 shares worth $2.14M. The position accounts for 0.43% of the portfolio, ranked #41.

Tortoise Index Solutions first reported a position in IEX in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.49M in Q3 2022. 624 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Tortoise Index Solutions held 8,773 shares of IDEX worth $2.14M as of Q1 2024.
  • Tortoise Index Solutions sold 559 IDEX shares in Q1 2024, an estimated $126K.
  • IDEX made up 0.43% of Tortoise Index Solutions's portfolio in Q1 2024, its #41 holding.
  • Tortoise Index Solutions first reported a position in IDEX in Q1 2021 and has held it in 13 quarters since.
  • Tortoise Index Solutions's IDEX position peaked at $3.49M in Q3 2022.
  • 624 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Tortoise Index Solutions's 13F filing for Q1 2024, filed 10 May 2024.