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BancFirst Trust & Investment Management’s IDEX IEX Stock Holding History

BancFirst Trust & Investment Management’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
2022
Q3 		– Sell
-2,830
Closed -$669K – 50
2022
Q2 		$669K Buy
+2,830
New +$533K 0.52% 19
2022
Q1 		– Sell
-2,830
Closed -$669K – 51
2021
Q4 		$669K Buy
+2,830
New +$643K 0.52% 19

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BancFirst Trust & Investment Management's IEX Position: Q3 2022 in Review

BancFirst Trust & Investment Management sold out of IDEX (IEX) in Q3 2022, closing a stake of 2,830 shares — an estimated $669K sold.

BancFirst Trust & Investment Management first reported a position in IEX in Q4 2021 and held it in 2 quarters. The position peaked at $669K in Q2 2022. 557 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • BancFirst Trust & Investment Management reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
  • BancFirst Trust & Investment Management sold 2,830 IDEX shares in Q3 2022, an estimated $669K.
  • BancFirst Trust & Investment Management first reported a position in IDEX in Q4 2021 and held it in 2 quarters.
  • BancFirst Trust & Investment Management's IDEX position peaked at $669K in Q2 2022.
  • 557 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on BancFirst Trust & Investment Management's 13F filing for Q3 2022, filed 3 Oct 2022.