AWM
IDEX

AllSquare Wealth Management’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

AllSquare Wealth Management’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
2021
Q2 		– Sell
-96
Closed -$35K – 521
2021
Q1 		$35K Sell
96
-40
-29% -$17.4K 0.02% 268
2020
Q4 		$34K Hold
136
– – 0.02% 236
2020
Q3 		$15K Buy
136
+37
+37% +$5.89K 0.01% 296
2020
Q2 		$25K Buy
99
+35
+55% +$4.05K 0.02% 251
2020
Q1 		$11K Buy
64
+29
+83% +$2.14K 0.01% 299
2019
Q4 		$4K Buy
+35
New +$4.67K ﹤0.01% 392

Other funds holding IDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

AllSquare Wealth Management's IDEX Position: Q2 2021 in Review

AllSquare Wealth Management sold out of Ideanomics, Inc. Common Stock (IDEX) in Q2 2021, closing a stake of 96 shares — an estimated $35K sold.

AllSquare Wealth Management first reported a position in IDEX in Q4 2019 and held it in 6 quarters. The position peaked at $35K in Q1 2021. 125 funds tracked by Wall St. Rank hold IDEX as of Q2 2021.

  • AllSquare Wealth Management reported no remaining Ideanomics, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • AllSquare Wealth Management sold 96 Ideanomics, Inc. Common Stock shares in Q2 2021, an estimated $35K.
  • AllSquare Wealth Management first reported a position in Ideanomics, Inc. Common Stock in Q4 2019 and held it in 6 quarters.
  • AllSquare Wealth Management's Ideanomics, Inc. Common Stock position peaked at $35K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q2 2021.

Based on AllSquare Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.