BWM
IDEX

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

BerganKDV 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
2020
Q3 		– Sell
-3
Closed -$1K – 1031
2020
Q2 		$1K Buy
+3
New +$347 ﹤0.01% 927

Other funds holding IDEX

M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BerganKDV Wealth Management's IDEX Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2020, closing a stake of 3 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in IDEX in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 43 funds tracked by Wall St. Rank hold IDEX as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 3 Ideanomics, Inc. Common Stock shares in Q3 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Ideanomics, Inc. Common Stock in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Ideanomics, Inc. Common Stock position peaked at $1K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.