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Community Bank’s IDEX IEX Stock Holding History

Community Bank’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
-591
Closed -$93K – 465
2020
Q2 		$93K Hold
591
– – 0.02% 267
2020
Q1 		$82K Hold
591
– – 0.02% 246
2019
Q4 		$102K Buy
+591
New +$95.6K 0.02% 249
2019
Q1 		– Sell
-300
Closed -$38K – 483
2018
Q4 		$38K Hold
300
– – 0.01% 274
2018
Q3 		$45K Hold
300
– – 0.01% 284
2018
Q2 		$41K Sell
300
-1,025
-77% -$143K 0.01% 289
2018
Q1 		$189K Sell
1,325
-212
-14% -$29.6K 0.04% 202
2017
Q4 		$203K Buy
+1,537
New +$198K 0.02% 285

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

Community Bank's IEX Position: Q3 2020 in Review

Community Bank sold out of IDEX (IEX) in Q3 2020, closing a stake of 591 shares — an estimated $93K sold.

Community Bank first reported a position in IEX in Q4 2017 and held it in 8 quarters. The position peaked at $203K in Q4 2017. 497 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

  • Community Bank reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
  • Community Bank sold 591 IDEX shares in Q3 2020, an estimated $93K.
  • Community Bank first reported a position in IDEX in Q4 2017 and held it in 8 quarters.
  • Community Bank's IDEX position peaked at $203K in Q4 2017.
  • 497 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Community Bank's 13F filing for Q3 2020, filed 3 Nov 2020.