HWA
IDEX

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

Heritage 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
Q2 		– Sell
-80
Closed -$29.2K – 593
2021
Q1 		$29.2K Buy
+80
New +$34.8K ﹤0.01% 388

Other funds holding IDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Heritage Wealth Advisors's IDEX Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q2 2021, closing a stake of 80 shares — an estimated $29.2K sold.

Heritage Wealth Advisors first reported a position in IDEX in Q1 2021 and held it in 1 quarter. The position peaked at $29.2K in Q1 2021. 125 funds tracked by Wall St. Rank hold IDEX as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 80 Ideanomics, Inc. Common Stock shares in Q2 2021, an estimated $29.2K.
  • Heritage Wealth Advisors first reported a position in Ideanomics, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Advisors's Ideanomics, Inc. Common Stock position peaked at $29.2K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.