CWM
IDEX

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

Centric 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
2022
Q4 		– Sell
-80
Closed -$3K – 128
2022
Q3 		$3K Hold
80
– – ﹤0.01% 115
2022
Q2 		$7K Hold
80
– – ﹤0.01% 127
2022
Q1 		$11K Buy
+80
New +$10.2K ﹤0.01% 152

Other funds holding IDEX

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Renaissance Technologies
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Centric Wealth Management's IDEX Position: Q4 2022 in Review

Centric Wealth Management sold out of Ideanomics, Inc. Common Stock (IDEX) in Q4 2022, closing a stake of 80 shares — an estimated $3K sold.

Centric Wealth Management first reported a position in IDEX in Q1 2022 and held it in 3 quarters. The position peaked at $11K in Q1 2022. 72 funds tracked by Wall St. Rank hold IDEX as of Q4 2022.

  • Centric Wealth Management reported no remaining Ideanomics, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Centric Wealth Management sold 80 Ideanomics, Inc. Common Stock shares in Q4 2022, an estimated $3K.
  • Centric Wealth Management first reported a position in Ideanomics, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
  • Centric Wealth Management's Ideanomics, Inc. Common Stock position peaked at $11K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q4 2022.

Based on Centric Wealth Management's 13F filing for Q4 2022, filed 4 Jan 2023.