WealthPLAN Partners’s IDEX IEX Stock Holding History

WealthPLAN Partners’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	-13	Closed	-$2.8K	–	690
2023 Q2	$2.8K	Buy	+13	New	+$2.73K	﹤0.01%	1022

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WealthPLAN Partners's IEX Position: Q3 2023 in Review

WealthPLAN Partners sold out of IDEX (IEX) in Q3 2023, closing a stake of 13 shares — an estimated $2.8K sold.

WealthPLAN Partners first reported a position in IEX in Q2 2023 and held it in 1 quarter. The position peaked at $2.8K in Q2 2023. 619 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

WealthPLAN Partners reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 13 IDEX shares in Q3 2023, an estimated $2.8K.
WealthPLAN Partners first reported a position in IDEX in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's IDEX position peaked at $2.8K in Q2 2023.
619 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.