SPIA
IDEX

Steward Partners Investment Advisory’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-1
Closed – – 3419
2021
Q4 		$0 Buy
+1
New +$213 ﹤0.01% 3367
2021
Q3 		– Sell
-40
Closed -$14K – 3397
2021
Q2 		$14K Buy
+40
New +$14.3K ﹤0.01% 5628

Other funds holding IDEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's IDEX Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of Ideanomics, Inc. Common Stock (IDEX) in Q1 2022, closing a stake of 1 share.

Steward Partners Investment Advisory first reported a position in IDEX in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 114 funds tracked by Wall St. Rank hold IDEX as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining Ideanomics, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1 Ideanomics, Inc. Common Stock share in Q1 2022.
  • Steward Partners Investment Advisory first reported a position in Ideanomics, Inc. Common Stock in Q2 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Ideanomics, Inc. Common Stock position peaked at $14K in Q2 2021.
  • 114 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.