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

Cape 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
2024 Q3	–	Sell	-8	Closed	-$7	–	995
2024 Q2	$7	Hold	8	–	–	﹤0.01%	926
2024 Q1	$8	Hold	8	–	–	﹤0.01%	931
2023 Q4	$16	Hold	8	–	–	﹤0.01%	1129
2023 Q3	$19	Hold	8	–	–	﹤0.01%	923
2023 Q2	$75	Hold	8	–	–	﹤0.01%	897
2023 Q1	$108	Buy	+8	New	+$152	﹤0.01%	945

Other funds holding IDEX

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cape Investment Advisory's IDEX Position: Q3 2024 in Review

Cape Investment Advisory sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2024, closing a stake of 8 shares — an estimated $7 sold.

Cape Investment Advisory first reported a position in IDEX in Q1 2023 and held it in 6 quarters. The position peaked at $108 in Q1 2023. 6 funds tracked by Wall St. Rank hold IDEX as of Q3 2024.

Cape Investment Advisory reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Cape Investment Advisory sold 8 Ideanomics, Inc. Common Stock shares in Q3 2024, an estimated $7.
Cape Investment Advisory first reported a position in Ideanomics, Inc. Common Stock in Q1 2023 and held it in 6 quarters.
Cape Investment Advisory's Ideanomics, Inc. Common Stock position peaked at $108 in Q1 2023.
6 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2024.

Based on Cape Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.