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Wallace Advisory Group’s IDEX IEX Stock Holding History

Wallace Advisory Group’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
-988
Closed -$213K – 172
2023
Q3 		$213K Sell
988
-22
-2% -$4.77K 0.15% 160
2023
Q2 		$233K Hold
1,010
– – 0.18% 138
2023
Q1 		$233K Sell
1,010
-15
-1% -$3.4K 0.18% 138
2022
Q4 		$234K Buy
+1,025
New +$229K 0.18% 129

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

Wallace Advisory Group's IEX Position: Q4 2023 in Review

Wallace Advisory Group sold out of IDEX (IEX) in Q4 2023, closing a stake of 988 shares — an estimated $213K sold.

Wallace Advisory Group first reported a position in IEX in Q4 2022 and held it in 4 quarters. The position peaked at $234K in Q4 2022. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Wallace Advisory Group reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 988 IDEX shares in Q4 2023, an estimated $213K.
  • Wallace Advisory Group first reported a position in IDEX in Q4 2022 and held it in 4 quarters.
  • Wallace Advisory Group's IDEX position peaked at $234K in Q4 2022.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Wallace Advisory Group's 13F filing for Q4 2023, filed 9 Jan 2024.