EWA
IDEX

EverSource Wealth Advisors’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

EverSource Wealth 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
2024
Q1 		– Sell
-1
Closed -$2 – 3032
2023
Q4 		$2 Hold
1
– – ﹤0.01% 2633
2023
Q3 		$2 Sell
1
-1
-50% -$7 ﹤0.01% 2490
2023
Q2 		$17 Hold
2
– – ﹤0.01% 2478
2023
Q1 		$24 Hold
2
– – ﹤0.01% 2367
2022
Q4 		$37 Hold
2
– – ﹤0.01% 2288
2022
Q3 		$0 Hold
2
– – ﹤0.01% 2183
2022
Q2 		$0 Buy
+2
New +$180 ﹤0.01% 1932

Other funds holding IDEX

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's IDEX Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q1 2024, closing a stake of 1 share — an estimated $2 sold.

EverSource Wealth Advisors first reported a position in IDEX in Q2 2022 and held it in 7 quarters. The position peaked at $37 in Q4 2022. 31 funds tracked by Wall St. Rank hold IDEX as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 Ideanomics, Inc. Common Stock share in Q1 2024, an estimated $2.
  • EverSource Wealth Advisors first reported a position in Ideanomics, Inc. Common Stock in Q2 2022 and held it in 7 quarters.
  • EverSource Wealth Advisors's Ideanomics, Inc. Common Stock position peaked at $37 in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.