Cerity Partners
IDEX

Cerity Partners’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Cerity Partners’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
-84
Closed -$786 – 1758
2023
Q2 		$786 Hold
84
– – ﹤0.01% 1627
2023
Q1 		$1.14K Sell
84
-5
-6% -$95 ﹤0.01% 1845
2022
Q4 		$1.82K Buy
+89
New +$2.58K ﹤0.01% 1481

Other funds holding IDEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners's IDEX Position: Q3 2023 in Review

Cerity Partners sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 84 shares — an estimated $786 sold.

Cerity Partners first reported a position in IDEX in Q4 2022 and held it in 3 quarters. The position peaked at $1.82K in Q4 2022. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

  • Cerity Partners reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Cerity Partners sold 84 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $786.
  • Cerity Partners first reported a position in Ideanomics, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Cerity Partners's Ideanomics, Inc. Common Stock position peaked at $1.82K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.