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Associated Banc-Corp’s IDEX IEX Stock Holding History

Associated Banc-Corp’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
2021
Q1 		– Sell
-15
Closed -$3K – 574
2020
Q4 		$3K Hold
15
– – ﹤0.01% 641
2020
Q3 		$3K Hold
15
– – ﹤0.01% 547
2020
Q2 		$2K Hold
15
– – ﹤0.01% 679
2020
Q1 		$2K Buy
+15
New +$2.35K ﹤0.01% 598

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Associated Banc-Corp's IEX Position: Q1 2021 in Review

Associated Banc-Corp sold out of IDEX (IEX) in Q1 2021, closing a stake of 15 shares — an estimated $3K sold.

Associated Banc-Corp first reported a position in IEX in Q1 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Associated Banc-Corp reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 15 IDEX shares in Q1 2021, an estimated $3K.
  • Associated Banc-Corp first reported a position in IDEX in Q1 2020 and held it in 4 quarters.
  • Associated Banc-Corp's IDEX position peaked at $3K in Q4 2020.
  • 535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.