FWM
IDEX

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

Focused 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
2021
Q3 		– Sell
-240
Closed -$85K – 1138
2021
Q2 		$85K Hold
240
– – 0.01% 318
2021
Q1 		$88K Hold
240
– – 0.02% 295
2020
Q4 		$60K Buy
+240
New +$44.4K 0.01% 337

Other funds holding IDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Focused Wealth Management's IDEX Position: Q3 2021 in Review

Focused Wealth Management sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2021, closing a stake of 240 shares — an estimated $85K sold.

Focused Wealth Management first reported a position in IDEX in Q4 2020 and held it in 3 quarters. The position peaked at $88K in Q1 2021. 122 funds tracked by Wall St. Rank hold IDEX as of Q3 2021.

  • Focused Wealth Management reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Focused Wealth Management sold 240 Ideanomics, Inc. Common Stock shares in Q3 2021, an estimated $85K.
  • Focused Wealth Management first reported a position in Ideanomics, Inc. Common Stock in Q4 2020 and held it in 3 quarters.
  • Focused Wealth Management's Ideanomics, Inc. Common Stock position peaked at $88K in Q1 2021.
  • 122 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.