VAS
IEX icon

Vestmark Advisory Solutions’s IDEX IEX Stock Holding History

Vestmark Advisory 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
2023
Q3 		– Sell
-1,285
Closed -$277K – 640
2023
Q2 		$277K Buy
1,285
+76
+6% +$16K 0.01% 728
2023
Q1 		$279K Buy
1,209
+39
+3% +$8.85K 0.01% 725
2022
Q4 		$267K Sell
1,170
-237
-17% -$53K 0.01% 710
2022
Q3 		$281K Sell
1,407
-3
-0.2% -$606 0.02% 681
2022
Q2 		$256K Sell
1,410
-433
-23% -$81.6K 0.01% 733
2022
Q1 		$353K Buy
1,843
+180
+11% +$36.5K 0.02% 664
2021
Q4 		$393K Buy
1,663
+325
+24% +$73.8K 0.02% 606
2021
Q3 		$277K Buy
+1,338
New +$297K 0.02% 694
2020
Q3 		– Sell
-1,503
Closed -$238K – 564
2020
Q2 		$238K Sell
1,503
-141
-9% -$21.5K 0.04% 475
2020
Q1 		$227K Buy
+1,644
New +$258K 0.04% 426
2019
Q4 		– Sell
-2,115
Closed -$347K – 383
2019
Q3 		$347K Sell
2,115
-163
-7% -$27K 0.06% 376
2019
Q2 		$392K Sell
2,278
-304
-12% -$47.7K 0.07% 337
2019
Q1 		$392K Buy
+2,582
New +$365K 0.07% 331

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

Vestmark Advisory Solutions's IEX Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of IDEX (IEX) in Q3 2023, closing a stake of 1,285 shares — an estimated $277K sold.

Vestmark Advisory Solutions first reported a position in IEX in Q1 2019 and held it in 13 quarters. The position peaked at $393K in Q4 2021. 619 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Vestmark Advisory Solutions reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 1,285 IDEX shares in Q3 2023, an estimated $277K.
  • Vestmark Advisory Solutions first reported a position in IDEX in Q1 2019 and held it in 13 quarters.
  • Vestmark Advisory Solutions's IDEX position peaked at $393K in Q4 2021.
  • 619 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.