SFS
IDEX

Sowell Financial Services’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-3
Closed -$1K – 2977
2021
Q1 		$1K Buy
3
+2
+200% +$870 ﹤0.01% 3048
2020
Q4 		$0 Buy
+1
New +$185 ﹤0.01% 2899
2020
Q3 		– Sell
-1
Closed – – 2765
2020
Q2 		$0 Buy
+1
New +$116 ﹤0.01% 2726

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Susquehanna International Group
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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

Sowell Financial Services's IDEX Position: Q2 2021 in Review

Sowell Financial Services sold out of Ideanomics, Inc. Common Stock (IDEX) in Q2 2021, closing a stake of 3 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in IDEX in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 125 funds tracked by Wall St. Rank hold IDEX as of Q2 2021.

  • Sowell Financial Services reported no remaining Ideanomics, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3 Ideanomics, Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Ideanomics, Inc. Common Stock in Q2 2020 and held it in 3 quarters.
  • Sowell Financial Services's Ideanomics, Inc. Common Stock position peaked at $1K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.