FVWA
IDEX

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

Foster Victor 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
2021
Q4 		– Sell
-140
Closed -$34K – 160
2021
Q3 		$34K Hold
140
– – 0.01% 139
2021
Q2 		$50K Hold
140
– – 0.01% 142
2021
Q1 		$47K Hold
140
– – 0.01% 137
2020
Q4 		$35K Hold
140
– – 0.01% 135
2020
Q3 		$16K Buy
140
+60
+75% +$9.54K ﹤0.01% 139
2020
Q2 		$20K Buy
+80
New +$9.25K 0.01% 125

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foster Victor Wealth Advisors's IDEX Position: Q4 2021 in Review

Foster Victor Wealth Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q4 2021, closing a stake of 140 shares — an estimated $34K sold.

Foster Victor Wealth Advisors first reported a position in IDEX in Q2 2020 and held it in 6 quarters. The position peaked at $50K in Q2 2021. 118 funds tracked by Wall St. Rank hold IDEX as of Q4 2021.

  • Foster Victor Wealth Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 140 Ideanomics, Inc. Common Stock shares in Q4 2021, an estimated $34K.
  • Foster Victor Wealth Advisors first reported a position in Ideanomics, Inc. Common Stock in Q2 2020 and held it in 6 quarters.
  • Foster Victor Wealth Advisors's Ideanomics, Inc. Common Stock position peaked at $50K in Q2 2021.
  • 118 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q4 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.