Capstone Investment Advisors
IDEX

Capstone Investment Advisors’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Capstone Investment Advisors’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
-219
Closed -$80K – 1955
2021
Q1 		$80K Sell
219
-965
-82% -$420K ﹤0.01% 1563
2020
Q4 		$295K Buy
+1,184
New +$219K ﹤0.01% 1379

Other funds holding IDEX

BlackRock
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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

Capstone Investment Advisors's IDEX Position: Q2 2021 in Review

Capstone Investment Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q2 2021, closing a stake of 219 shares — an estimated $80K sold.

Capstone Investment Advisors first reported a position in IDEX in Q4 2020 and held it in 2 quarters. The position peaked at $295K in Q4 2020. 125 funds tracked by Wall St. Rank hold IDEX as of Q2 2021.

  • Capstone Investment Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 219 Ideanomics, Inc. Common Stock shares in Q2 2021, an estimated $80K.
  • Capstone Investment Advisors first reported a position in Ideanomics, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
  • Capstone Investment Advisors's Ideanomics, Inc. Common Stock position peaked at $295K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q2 2021.

Based on Capstone Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.