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Veritable’s IDEX IEX Stock Holding History

Veritable’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
Q3 		– Sell
-1,022
Closed -$220K – 378
2023
Q2 		$220K Sell
1,022
-74
-7% -$15.6K ﹤0.01% 812
2023
Q1 		$253K Sell
1,096
-9
-0.8% -$2.04K ﹤0.01% 747
2022
Q4 		$252K Buy
1,105
+65
+6% +$14.5K ﹤0.01% 719
2022
Q3 		$208K Buy
+1,040
New +$210K ﹤0.01% 734
2022
Q1 		– Sell
-868
Closed -$205K – 929
2021
Q4 		$205K Buy
+868
New +$197K ﹤0.01% 878
2019
Q3 		– Sell
-1,551
Closed -$267K – 811
2019
Q2 		$267K Sell
1,551
-6
-0.4% -$942 0.01% 682
2019
Q1 		$236K Buy
+1,557
New +$220K ﹤0.01% 717
2018
Q4 		– Sell
-1,499
Closed -$226K – 802
2018
Q3 		$226K Sell
1,499
-19
-1% -$2.83K ﹤0.01% 738
2018
Q2 		$207K Sell
1,518
-5
-0.3% -$698 ﹤0.01% 754
2018
Q1 		$217K Sell
1,523
-10
-0.7% -$1.4K ﹤0.01% 730
2017
Q4 		$202K Buy
+1,533
New +$197K ﹤0.01% 761

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Veritable's IEX Position: Q3 2023 in Review

Veritable sold out of IDEX (IEX) in Q3 2023, closing a stake of 1,022 shares — an estimated $220K sold.

Veritable first reported a position in IEX in Q4 2017 and held it in 11 quarters. The position peaked at $267K in Q2 2019. 619 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Veritable reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 1,022 IDEX shares in Q3 2023, an estimated $220K.
  • Veritable first reported a position in IDEX in Q4 2017 and held it in 11 quarters.
  • Veritable's IDEX position peaked at $267K in Q2 2019.
  • 619 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.