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Wedmont Private Capital’s IDEX IEX Stock Holding History

Wedmont Private Capital’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
2024
Q2 		– Sell
-966
Closed -$233K – 656
2024
Q1 		$233K Buy
+966
New +$218K 0.02% 520
2023
Q4 		– Sell
-1,219
Closed -$254K – 579
2023
Q3 		$254K Buy
1,219
+16
+1% +$3.47K 0.03% 421
2023
Q2 		$252K Sell
1,203
-336
-22% -$70.6K 0.03% 424
2023
Q1 		$338K Sell
1,539
-123
-7% -$27.9K 0.04% 306
2022
Q4 		$386K Buy
+1,662
New +$371K 0.06% 270

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wedmont Private Capital's IEX Position: Q2 2024 in Review

Wedmont Private Capital sold out of IDEX (IEX) in Q2 2024, closing a stake of 966 shares — an estimated $233K sold.

Wedmont Private Capital first reported a position in IEX in Q4 2022 and held it in 5 quarters. The position peaked at $386K in Q4 2022. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Wedmont Private Capital reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Wedmont Private Capital sold 966 IDEX shares in Q2 2024, an estimated $233K.
  • Wedmont Private Capital first reported a position in IDEX in Q4 2022 and held it in 5 quarters.
  • Wedmont Private Capital's IDEX position peaked at $386K in Q4 2022.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Wedmont Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.