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TwinBeech Capital’s IDEX IEX Stock Holding History

TwinBeech Capital’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
2025
Q3 		– Sell
-132,025
Closed -$23.2M – 687
2025
Q2 		$23.2M Buy
132,025
+84,438
+177% +$15M 0.53% 62
2025
Q1 		$8.61M Buy
+47,587
New +$9.47M 0.16% 165
2024
Q3 		– Sell
-45,310
Closed -$9.12M – 765
2024
Q2 		$9.12M Buy
+45,310
New +$9.9M 0.18% 148
2023
Q3 		– Sell
-82,972
Closed -$17.9M – 756
2023
Q2 		$17.9M Buy
+82,972
New +$17.4M 0.35% 88
2022
Q2 		– Sell
-5,104
Closed -$979K – 601
2022
Q1 		$979K Buy
5,104
+3,568
+232% +$724K 0.04% 322
2021
Q4 		$363K Buy
+1,536
New +$349K 0.02% 456
2021
Q2 		– Sell
-2,259
Closed -$473K – 540
2021
Q1 		$473K Buy
+2,259
New +$448K 0.07% 308

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return