AG
IDEX

Advisor Group’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Advisor Group’s Portfolio IDEX Stock Details IDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3
Closed -$1K – 5411
2019
Q1 		$1K Hold
3
– – ﹤0.01% 5139
2018
Q4 		$1K Sell
3
-28
-90% -$8.63K ﹤0.01% 5030
2018
Q3 		$16K Buy
31
+11
+55% +$4.38K ﹤0.01% 4037
2018
Q2 		$5K Buy
20
+13
+186% +$4.11K ﹤0.01% 4410
2018
Q1 		$2K Buy
7
+1
+17% +$371 ﹤0.01% 4728
2017
Q4 		$3K Buy
+6
New +$2.1K ﹤0.01% 4605

Other funds holding IDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advisor Group's IDEX Position: Q2 2019 in Review

Advisor Group sold out of Ideanomics, Inc. Common Stock (IDEX) in Q2 2019, closing a stake of 3 shares — an estimated $1K sold.

Advisor Group first reported a position in IDEX in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 43 funds tracked by Wall St. Rank hold IDEX as of Q2 2019.

  • Advisor Group reported no remaining Ideanomics, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Advisor Group sold 3 Ideanomics, Inc. Common Stock shares in Q2 2019, an estimated $1K.
  • Advisor Group first reported a position in Ideanomics, Inc. Common Stock in Q4 2017 and held it in 6 quarters.
  • Advisor Group's Ideanomics, Inc. Common Stock position peaked at $16K in Q3 2018.
  • 43 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.