Weiss Multi-Strategy Advisers’s IDEX IEX Stock Holding History

Weiss Multi-Strategy Advisers’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 Q1	–	Sell	-15,449	Closed	-$3.35M	–	234
2023 Q4	$3.35M	Sell	15,449 -5,578	-27%	-$1.13M	0.08%	299
2023 Q3	$4.37M	Buy	+21,027	New	+$4.56M	0.1%	253
2022 Q3	–	Sell	-8,318	Closed	-$1.51M	–	695
2022 Q2	$1.51M	Buy	+8,318	New	+$1.57M	0.05%	435
2021 Q4	–	Sell	-9,670	Closed	-$2M	–	712
2021 Q3	$2M	Buy	+9,670	New	+$2.15M	0.04%	409
2020 Q1	–	Sell	-5,840	Closed	-$1M	–	520
2019 Q4	$1M	Buy	+5,840	New	+$945K	0.02%	492
2016 Q2	–	Sell	-16,364	Closed	-$1.36M	–	453
2016 Q1	$1.36M	Buy	+16,364	New	+$1.23M	0.06%	313
2014 Q3	–	Sell	-4,280	Closed	-$346K	–	629
2014 Q2	$346K	Sell	4,280 -7,020	-62%	-$531K	0.01%	588
2014 Q1	$824K	Buy	+11,300	New	+$823K	0.02%	541
2013 Q4	–	Sell	-7,050	Closed	-$460K	–	1039
2013 Q3	$460K	Buy	7,050 +449	+7%	+$27.1K	0.01%	539
2013 Q2	$355K	Buy	+6,601	New	+$352K	0.01%	538

Other funds holding IEX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Weiss Multi-Strategy Advisers's IEX Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of IDEX (IEX) in Q1 2024, closing a stake of 15,449 shares — an estimated $3.35M sold.

Weiss Multi-Strategy Advisers first reported a position in IEX in Q2 2013 and held it in 10 quarters. The position peaked at $4.37M in Q3 2023. 623 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

Weiss Multi-Strategy Advisers reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 15,449 IDEX shares in Q1 2024, an estimated $3.35M.
Weiss Multi-Strategy Advisers first reported a position in IDEX in Q2 2013 and held it in 10 quarters.
Weiss Multi-Strategy Advisers's IDEX position peaked at $4.37M in Q3 2023.
623 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.