BWS
IDEX

Buck Wealth Strategies’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-74
Closed -$180 – 365
2023
Q3 		$180 Hold
74
– – ﹤0.01% 358
2023
Q2 		$693 Buy
+74
New +$568 ﹤0.01% 260

Other funds holding IDEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Buck Wealth Strategies's IDEX Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Ideanomics, Inc. Common Stock (IDEX) in Q4 2023, closing a stake of 74 shares — an estimated $180 sold.

Buck Wealth Strategies first reported a position in IDEX in Q2 2023 and held it in 2 quarters. The position peaked at $693 in Q2 2023. 30 funds tracked by Wall St. Rank hold IDEX as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Ideanomics, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 74 Ideanomics, Inc. Common Stock shares in Q4 2023, an estimated $180.
  • Buck Wealth Strategies first reported a position in Ideanomics, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Ideanomics, Inc. Common Stock position peaked at $693 in Q2 2023.
  • 30 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.