KPWS
IDEX

Kestra Private Wealth Services’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Kestra Private Wealth Services’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
2022
Q3 		– Sell
-264
Closed -$22K – 974
2022
Q2 		$22K Hold
264
– – ﹤0.01% 896
2022
Q1 		$37K Buy
264
+72
+38% +$9.2K ﹤0.01% 958
2021
Q4 		$29K Buy
+192
New +$41K ﹤0.01% 979

Other funds holding IDEX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kestra Private Wealth Services's IDEX Position: Q3 2022 in Review

Kestra Private Wealth Services sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2022, closing a stake of 264 shares — an estimated $22K sold.

Kestra Private Wealth Services first reported a position in IDEX in Q4 2021 and held it in 3 quarters. The position peaked at $37K in Q1 2022. 88 funds tracked by Wall St. Rank hold IDEX as of Q3 2022.

  • Kestra Private Wealth Services reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 264 Ideanomics, Inc. Common Stock shares in Q3 2022, an estimated $22K.
  • Kestra Private Wealth Services first reported a position in Ideanomics, Inc. Common Stock in Q4 2021 and held it in 3 quarters.
  • Kestra Private Wealth Services's Ideanomics, Inc. Common Stock position peaked at $37K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2022.

Based on Kestra Private Wealth Services's 13F filing for Q3 2022, filed 14 Nov 2022.