CBT
IDE

CoreFirst Bank & Trust’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

CoreFirst Bank & Trust’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,200
Closed -$27K – 450
2021
Q1 		$27K Hold
2,200
– – 0.02% 317
2020
Q4 		$23K Buy
+2,200
New +$22K 0.02% 292

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

CoreFirst Bank & Trust's IDE Position: Q2 2021 in Review

CoreFirst Bank & Trust sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q2 2021, closing a stake of 2,200 shares — an estimated $27K sold.

CoreFirst Bank & Trust first reported a position in IDE in Q4 2020 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 32 funds tracked by Wall St. Rank hold IDE as of Q2 2021.

  • CoreFirst Bank & Trust reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q2 2021 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 2,200 Voya Infrastructure, Industrials and Materials Fund shares in Q2 2021, an estimated $27K.
  • CoreFirst Bank & Trust first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2020 and held it in 2 quarters.
  • CoreFirst Bank & Trust's Voya Infrastructure, Industrials and Materials Fund position peaked at $27K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2021.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2021, filed 17 Aug 2021.