WIA
IEX icon

Wetzel Investment Advisors’s IDEX IEX Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-12
Closed -$2.93K – 477
2024
Q2 		$2.93K Hold
12
– – ﹤0.01% 686
2024
Q1 		$2.71K Hold
12
– – ﹤0.01% 786
2023
Q4 		$3K Buy
+12
New +$2.42K ﹤0.01% 786

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wetzel Investment Advisors's IEX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of IDEX (IEX) in Q3 2024, closing a stake of 12 shares — an estimated $2.93K sold.

Wetzel Investment Advisors first reported a position in IEX in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 12 IDEX shares in Q3 2024, an estimated $2.93K.
  • Wetzel Investment Advisors first reported a position in IDEX in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's IDEX position peaked at $3K in Q4 2023.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.