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Trust Company of the South’s IDEX IEX Stock Holding History

Trust Company of the South’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 		– Sell
-1,211
Closed -$263K – 122
2023
Q4 		$263K Buy
+1,211
New +$244K 0.07% 95

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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 $1.66T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $105B AUM 38.07% 1-Year Est. Return

Trust Company of the South's IEX Position: Q1 2024 in Review

Trust Company of the South sold out of IDEX (IEX) in Q1 2024, closing a stake of 1,211 shares — an estimated $263K sold.

Trust Company of the South first reported a position in IEX in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 624 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Trust Company of the South reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
  • Trust Company of the South sold 1,211 IDEX shares in Q1 2024, an estimated $263K.
  • Trust Company of the South first reported a position in IDEX in Q4 2023 and held it in 1 quarter.
  • Trust Company of the South's IDEX position peaked at $263K in Q4 2023.
  • 624 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Trust Company of the South's 13F filing for Q1 2024, filed 10 Apr 2024.