BCV
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Banque Cantonale Vaudoise’s IDEX IEX Stock Holding History

Banque Cantonale Vaudoise’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
-1,628
Closed -$397K – 1026
2024
Q1 		$397K Sell
1,628
-764
-32% -$173K 0.02% 463
2023
Q4 		$520K Buy
2,392
+385
+19% +$77.7K 0.02% 441
2023
Q3 		$418K Sell
2,007
-693
-26% -$150K 0.02% 514
2023
Q2 		$581K Hold
2,700
– – 0.03% 458
2023
Q1 		$624K Sell
2,700
-274
-9% -$62.2K 0.03% 403
2022
Q4 		$679K Sell
2,974
-10
-0.3% -$2.23K 0.04% 384
2022
Q3 		$597K Buy
2,984
+9
+0.3% +$1.82K 0.03% 451
2022
Q2 		$540K Buy
2,975
+1,289
+76% +$243K 0.03% 477
2022
Q1 		$324K Hold
1,686
– – 0.01% 679
2021
Q4 		$398K Hold
1,686
– – 0.02% 646
2021
Q3 		$348K Hold
1,686
– – 0.02% 672
2021
Q2 		$370K Sell
1,686
-84
-5% -$18.6K 0.02% 686
2021
Q1 		$370K Sell
1,770
-98
-5% -$19.4K 0.02% 614
2020
Q4 		$372K Hold
1,868
– – 0.02% 578
2020
Q3 		$341K Sell
1,868
-600
-24% -$104K 0.02% 539
2020
Q2 		$390K Buy
2,468
+996
+68% +$152K 0.03% 465
2020
Q1 		$203K Sell
1,472
-7
-0.5% -$1.1K 0.02% 621
2019
Q4 		$255K Buy
+1,479
New +$239K 0.02% 657

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