RWM
IDEX

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

Ritholtz 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
2020
Q1 		– Sell
-80
Closed -$9K – 210
2019
Q4 		$9K Buy
+80
New +$10.7K ﹤0.01% 158

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ritholtz Wealth Management's IDEX Position: Q1 2020 in Review

Ritholtz Wealth Management sold out of Ideanomics, Inc. Common Stock (IDEX) in Q1 2020, closing a stake of 80 shares — an estimated $9K sold.

Ritholtz Wealth Management first reported a position in IDEX in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 45 funds tracked by Wall St. Rank hold IDEX as of Q1 2020.

  • Ritholtz Wealth Management reported no remaining Ideanomics, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Ritholtz Wealth Management sold 80 Ideanomics, Inc. Common Stock shares in Q1 2020, an estimated $9K.
  • Ritholtz Wealth Management first reported a position in Ideanomics, Inc. Common Stock in Q4 2019 and held it in 1 quarter.
  • Ritholtz Wealth Management's Ideanomics, Inc. Common Stock position peaked at $9K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q1 2020.

Based on Ritholtz Wealth Management's 13F filing for Q1 2020, filed 9 Apr 2020.