Bank of Montreal
IDEX

Bank of Montreal’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Bank of Montreal’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
2023
Q1 		– Sell
-419
Closed -$8.63K – 4375
2022
Q4 		$8.63K Hold
419
– – ﹤0.01% 3791
2022
Q3 		$19K Buy
+419
New +$31.7K ﹤0.01% 3810
2021
Q4 		– Sell
-22
Closed -$6K – 3975
2021
Q3 		$6K Buy
+22
New +$6.41K ﹤0.01% 3744
2021
Q2 		– Sell
-2,946
Closed -$1.13M – 5222
2021
Q1 		$1.13M Buy
2,946
+164
+6% +$71.3K ﹤0.01% 2100
2020
Q4 		$1M Buy
2,782
+608
+28% +$112K ﹤0.01% 2242
2020
Q3 		$258K Buy
2,174
+1,847
+565% +$294K ﹤0.01% 2624
2020
Q2 		$58K Buy
327
+288
+738% +$33.3K ﹤0.01% 3371
2020
Q1 		$4K Sell
39
-591
-94% -$43.6K ﹤0.01% 3746
2019
Q4 		$67K Sell
630
-885
-58% -$118K ﹤0.01% 3699
2019
Q3 		$285K Buy
1,515
+1,163
+330% +$264K ﹤0.01% 2713
2019
Q2 		$108K Sell
352
-48
-12% -$10.4K ﹤0.01% 3286
2019
Q1 		$97K Sell
400
-298
-43% -$56.3K ﹤0.01% 3077
2018
Q4 		$104K Sell
698
-507
-42% -$156K ﹤0.01% 2936
2018
Q3 		$571K Buy
1,205
+280
+30% +$111K ﹤0.01% 2274
2018
Q2 		$217K Buy
+925
New +$292K ﹤0.01% 2722

Other funds holding IDEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal's IDEX Position: Q3 2023 in Review

Bank of Montreal sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 520 shares — an estimated $5.77K sold.

Bank of Montreal first reported a position in IDEX in Q4 2017 and held it in 20 quarters. The position peaked at $1.33M in Q1 2021. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

  • Bank of Montreal reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 520 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $5.77K.
  • Bank of Montreal first reported a position in Ideanomics, Inc. Common Stock in Q4 2017 and held it in 20 quarters.
  • Bank of Montreal's Ideanomics, Inc. Common Stock position peaked at $1.33M in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.