Charles Schwab’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Charles Schwab’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 Q2	–	Sell	-8,690	Closed	-$1.22M	–	3686
2022 Q1	$1.22M	Buy	8,690 +1,072	+14%	+$137K	﹤0.01%	2780
2021 Q4	$1.14M	Buy	7,618 +483	+7%	+$103K	﹤0.01%	2858
2021 Q3	$1.76M	Buy	7,135 +206	+3%	+$60K	﹤0.01%	2729
2021 Q2	$2.46M	Buy	+6,929	New	+$2.47M	﹤0.01%	2642
2020 Q2	–	Sell	-1,752	Closed	-$294K	–	3376
2020 Q1	$294K	Buy	1,752 +901	+106%	+$66.4K	﹤0.01%	2899
2019 Q4	$92K	Hold	851	–	–	﹤0.01%	3099
2019 Q3	$161K	Hold	851	–	–	﹤0.01%	3065
2019 Q2	$262K	Buy	+851	New	+$184K	﹤0.01%	3048

Other funds holding IDEX

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Charles Schwab's IDEX Position: Q2 2022 in Review

Charles Schwab sold out of Ideanomics, Inc. Common Stock (IDEX) in Q2 2022, closing a stake of 8,690 shares — an estimated $1.22M sold.

Charles Schwab first reported a position in IDEX in Q2 2019 and held it in 8 quarters. The position peaked at $2.46M in Q2 2021. 97 funds tracked by Wall St. Rank hold IDEX as of Q2 2022.

Charles Schwab reported no remaining Ideanomics, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Charles Schwab sold 8,690 Ideanomics, Inc. Common Stock shares in Q2 2022, an estimated $1.22M.
Charles Schwab first reported a position in Ideanomics, Inc. Common Stock in Q2 2019 and held it in 8 quarters.
Charles Schwab's Ideanomics, Inc. Common Stock position peaked at $2.46M in Q2 2021.
97 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q2 2022.

Based on Charles Schwab's 13F filing for Q2 2022, filed 15 Aug 2022.