FG
IDEX

Foster Group’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Foster Group’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
2023
Q3 		– Sell
-483
Closed -$4.5K – 175
2023
Q2 		$4.5K Sell
483
-30
-6% -$230 ﹤0.01% 171
2023
Q1 		$6.92K Buy
513
+68
+15% +$1.29K ﹤0.01% 161
2022
Q4 		$9.12K Buy
445
+1
+0.2% +$29 ﹤0.01% 145
2022
Q3 		$16K Buy
444
+1
+0.2% +$76 ﹤0.01% 133
2022
Q2 		$37K Buy
443
+1
+0.2% +$90 ﹤0.01% 138
2022
Q1 		$62K Buy
442
+41
+10% +$5.24K 0.01% 138
2021
Q4 		$60K Buy
401
+240
+149% +$51.2K 0.01% 138
2021
Q3 		$40K Sell
161
-1
-0.6% -$291 ﹤0.01% 140
2021
Q2 		$58K Buy
162
+56
+53% +$20K 0.01% 138
2021
Q1 		$39K Buy
106
+26
+33% +$11.3K 0.01% 129
2020
Q4 		$23K Buy
+80
New +$14.8K ﹤0.01% 109

Other funds holding IDEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foster Group's IDEX Position: Q3 2023 in Review

Foster Group sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 483 shares — an estimated $4.5K sold.

Foster Group first reported a position in IDEX in Q4 2020 and held it in 11 quarters. The position peaked at $62K in Q1 2022. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

  • Foster Group reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Foster Group sold 483 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $4.5K.
  • Foster Group first reported a position in Ideanomics, Inc. Common Stock in Q4 2020 and held it in 11 quarters.
  • Foster Group's Ideanomics, Inc. Common Stock position peaked at $62K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Foster Group's 13F filing for Q3 2023, filed 27 Oct 2023.