CSPIA
IDEX

Cary Street Partners Investment Advisory’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Cary Street Partners Investment Advisory’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
-8
Closed -$19 – 1879
2023
Q3 		$19 Buy
+8
New +$54 ﹤0.01% 1860

Other funds holding IDEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.37T AUM 44.26% 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

Cary Street Partners Investment Advisory's IDEX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Ideanomics, Inc. Common Stock (IDEX) in Q4 2023, closing a stake of 8 shares — an estimated $19 sold.

Cary Street Partners Investment Advisory first reported a position in IDEX in Q3 2023 and held it in 1 quarter. The position peaked at $19 in Q3 2023. 30 funds tracked by Wall St. Rank hold IDEX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Ideanomics, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 8 Ideanomics, Inc. Common Stock shares in Q4 2023, an estimated $19.
  • Cary Street Partners Investment Advisory first reported a position in Ideanomics, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Ideanomics, Inc. Common Stock position peaked at $19 in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.