Brown Advisory’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Brown 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
2023 Q3	–	Sell	-5,253	Closed	-$48.9K	–	1244
2023 Q2	$48.9K	Hold	5,253	–	–	﹤0.01%	1165
2023 Q1	$70.9K	Hold	5,253	–	–	﹤0.01%	1180
2022 Q4	$108K	Hold	5,253	–	–	﹤0.01%	1166
2022 Q3	$181K	Hold	5,253	–	–	﹤0.01%	1075
2022 Q2	$435K	Hold	5,253	–	–	﹤0.01%	876
2022 Q1	$735K	Buy	+5,253	New	+$671K	﹤0.01%	774
2019 Q4	–	Sell	-160	Closed	-$30K	–	1071
2019 Q3	$30K	Hold	160	–	–	﹤0.01%	998
2019 Q2	$49K	Hold	160	–	–	﹤0.01%	1011
2019 Q1	$39K	Hold	160	–	–	﹤0.01%	1307
2018 Q4	$24K	Hold	160	–	–	﹤0.01%	1241
2018 Q3	$76K	Hold	160	–	–	﹤0.01%	1304
2018 Q2	$38K	Hold	160	–	–	﹤0.01%	1274
2018 Q1	$43K	Hold	160	–	–	﹤0.01%	1159
2017 Q4	$92K	Buy	+160	New	+$55.9K	﹤0.01%	1185

Other funds holding IDEX

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory's IDEX Position: Q3 2023 in Review

Brown Advisory sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 5,253 shares — an estimated $48.9K sold.

Brown Advisory first reported a position in IDEX in Q4 2017 and held it in 14 quarters. The position peaked at $735K in Q1 2022. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

Brown Advisory reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Brown Advisory sold 5,253 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $48.9K.
Brown Advisory first reported a position in Ideanomics, Inc. Common Stock in Q4 2017 and held it in 14 quarters.
Brown Advisory's Ideanomics, Inc. Common Stock position peaked at $735K in Q1 2022.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Brown Advisory's 13F filing for Q3 2023, filed 25 Oct 2023.