CFG
IEX icon

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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citizens Financial Group's IEX Position: Q3 2020 in Review

Citizens Financial Group sold out of IDEX (IEX) in Q3 2020, closing a stake of 419 shares — an estimated $66K sold.

Citizens Financial Group first reported a position in IEX in Q1 2018 and held it in 7 quarters. The position peaked at $66K in Q2 2020. 499 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

  • Citizens Financial Group reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 419 IDEX shares in Q3 2020, an estimated $66K.
  • Citizens Financial Group first reported a position in IDEX in Q1 2018 and held it in 7 quarters.
  • Citizens Financial Group's IDEX position peaked at $66K in Q2 2020.
  • 499 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.