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Vident Investment Advisory’s IDEX IEX Stock Holding History

Vident Investment Advisory’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
-2,443
Closed -$526K – 492
2023
Q2 		$526K Buy
2,443
+15
+0.6% +$3.15K 0.02% 679
2023
Q1 		$561K Buy
2,428
+67
+3% +$15.2K 0.02% 732
2022
Q4 		$539K Sell
2,361
-17,314
-88% -$3.87M 0.02% 686
2022
Q3 		$3.9M Sell
19,675
-32,509
-62% -$6.57M 0.13% 198
2022
Q2 		$9.48M Buy
52,184
+36,056
+224% +$6.79M 0.28% 85
2022
Q1 		$3.09M Sell
16,128
-300
-2% -$60.9K 0.08% 268
2021
Q4 		$3.88M Buy
16,428
+1,557
+10% +$354K 0.1% 230
2021
Q3 		$3.08M Sell
14,871
-142
-0.9% -$31.5K 0.09% 229
2021
Q2 		$3.3M Buy
15,013
+2,572
+21% +$568K 0.1% 216
2021
Q1 		$2.6M Buy
12,441
+10,132
+439% +$2.01M 0.09% 257
2020
Q4 		$460K Sell
2,309
-95
-4% -$18.1K 0.02% 742
2020
Q3 		$439K Buy
2,404
+200
+9% +$34.6K 0.02% 692
2020
Q2 		$348K Buy
+2,204
New +$337K 0.02% 741
2020
Q1 		– Sell
-3,406
Closed -$586K – 820
2019
Q4 		$586K Buy
3,406
+285
+9% +$46.1K 0.04% 504
2019
Q3 		$511K Buy
+3,121
New +$518K 0.04% 334
2019
Q1 		– Sell
-2,470
Closed -$312K – 766
2018
Q4 		$312K Sell
2,470
-8,089
-77% -$1.08M 0.02% 701
2018
Q3 		$1.59M Buy
+10,559
New +$1.57M 0.06% 374
2017
Q2 		– Sell
-3,252
Closed -$304K – 446
2017
Q1 		$304K Buy
+3,252
New +$299K 0.03% 382

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Vident Investment Advisory's IEX Position: Q3 2023 in Review

Vident Investment Advisory sold out of IDEX (IEX) in Q3 2023, closing a stake of 2,443 shares — an estimated $526K sold.

Vident Investment Advisory first reported a position in IEX in Q1 2017 and held it in 18 quarters. The position peaked at $9.48M in Q2 2022. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Vident Investment Advisory reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 2,443 IDEX shares in Q3 2023, an estimated $526K.
  • Vident Investment Advisory first reported a position in IDEX in Q1 2017 and held it in 18 quarters.
  • Vident Investment Advisory's IDEX position peaked at $9.48M in Q2 2022.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.