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USA Financial Formulas’s IDEX IEX Stock Holding History

USA Financial Formulas’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
2023
Q4 		– Sell
-3,483
Closed -$725K – 438
2023
Q3 		$725K Hold
3,483
– – 1.08% 25
2023
Q2 		$750K Sell
3,483
-748
-18% -$157K 1.15% 32
2023
Q1 		$977K Buy
+4,231
New +$960K 1.58% 19
2022
Q1 		– Sell
-8
Closed -$2K – 416
2021
Q4 		$2K Hold
8
– – ﹤0.01% 265
2021
Q3 		$2K Hold
8
– – ﹤0.01% 320
2021
Q2 		$2K Buy
8
+1
+14% +$221 ﹤0.01% 312
2021
Q1 		$1K Sell
7
-1
-13% -$198 ﹤0.01% 308
2020
Q4 		$2K Hold
8
– – ﹤0.01% 231
2020
Q3 		$1K Hold
8
– – ﹤0.01% 268
2020
Q2 		$1K Buy
+8
New +$1.22K ﹤0.01% 174

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

USA Financial Formulas's IEX Position: Q4 2023 in Review

USA Financial Formulas sold out of IDEX (IEX) in Q4 2023, closing a stake of 3,483 shares — an estimated $725K sold.

USA Financial Formulas first reported a position in IEX in Q2 2020 and held it in 10 quarters. The position peaked at $977K in Q1 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • USA Financial Formulas reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 3,483 IDEX shares in Q4 2023, an estimated $725K.
  • USA Financial Formulas first reported a position in IDEX in Q2 2020 and held it in 10 quarters.
  • USA Financial Formulas's IDEX position peaked at $977K in Q1 2023.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.