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Citizens Financial Group’s IDEX IEX Stock Holding History

Citizens Financial Group’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
2020
Q3 		– Sell
-419
Closed -$66K – 551
2020
Q2 		$66K Buy
419
+238
+131% +$36.4K ﹤0.01% 424
2020
Q1 		$25K Sell
181
-131
-42% -$20.6K ﹤0.01% 563
2019
Q4 		$54K Buy
+312
New +$50.5K ﹤0.01% 418
2019
Q1 		– Sell
-17
Closed -$2K – 764
2018
Q4 		$2K Hold
17
– – ﹤0.01% 492
2018
Q3 		$3K Hold
17
– – ﹤0.01% 507
2018
Q2 		$2K Hold
17
– – ﹤0.01% 487
2018
Q1 		$2K Buy
+17
New +$2.37K ﹤0.01% 463

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return