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CoreFirst Bank & Trust’s IDEX IEX Stock Holding History

CoreFirst Bank & Trust’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
2022
Q1 		– Sell
-191
Closed -$45K – 404
2021
Q4 		$45K Hold
191
– – 0.03% 267
2021
Q3 		$40K Hold
191
– – 0.03% 280
2021
Q2 		$42K Hold
191
– – 0.03% 275
2021
Q1 		$40K Hold
191
– – 0.03% 273
2020
Q4 		$38K Buy
+191
New +$36.3K 0.03% 255

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

CoreFirst Bank & Trust's IEX Position: Q1 2022 in Review

CoreFirst Bank & Trust sold out of IDEX (IEX) in Q1 2022, closing a stake of 191 shares — an estimated $45K sold.

CoreFirst Bank & Trust first reported a position in IEX in Q4 2020 and held it in 5 quarters. The position peaked at $45K in Q4 2021. 575 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

  • CoreFirst Bank & Trust reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 191 IDEX shares in Q1 2022, an estimated $45K.
  • CoreFirst Bank & Trust first reported a position in IDEX in Q4 2020 and held it in 5 quarters.
  • CoreFirst Bank & Trust's IDEX position peaked at $45K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2022, filed 16 May 2022.