CWP
IDEX

Concord Wealth Partners’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-8
Closed -$3K – 1062
2021
Q2 		$3K Buy
+8
New +$2.86K ﹤0.01% 854

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
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M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Concord Wealth Partners's IDEX Position: Q3 2021 in Review

Concord Wealth Partners sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2021, closing a stake of 8 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in IDEX in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 122 funds tracked by Wall St. Rank hold IDEX as of Q3 2021.

  • Concord Wealth Partners reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 8 Ideanomics, Inc. Common Stock shares in Q3 2021, an estimated $3K.
  • Concord Wealth Partners first reported a position in Ideanomics, Inc. Common Stock in Q2 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Ideanomics, Inc. Common Stock position peaked at $3K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.