Creative Planning
IDEX

Creative Planning’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Creative Planning’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
-1,652
Closed -$15.4K – 3085
2023
Q2 		$15.4K Sell
1,652
-68
-4% -$522 ﹤0.01% 2521
2023
Q1 		$23.2K Buy
1,720
+1
+0.1% +$19 ﹤0.01% 2400
2022
Q4 		$35.2K Hold
1,719
– – ﹤0.01% 2268
2022
Q3 		$59K Sell
1,719
-36
-2% -$2.73K ﹤0.01% 2110
2022
Q2 		$145K Sell
1,755
-43
-2% -$3.87K ﹤0.01% 1926
2022
Q1 		$252K Buy
1,798
+1,644
+1,068% +$210K ﹤0.01% 1749
2021
Q4 		$23K Hold
154
– – ﹤0.01% 2036
2021
Q3 		$38K Sell
154
-10
-6% -$2.91K ﹤0.01% 2016
2021
Q2 		$58K Buy
164
+57
+53% +$20.3K ﹤0.01% 1927
2021
Q1 		$39K Sell
107
-7
-6% -$3.04K ﹤0.01% 2384
2020
Q4 		$28K Sell
114
-6
-5% -$1.11K ﹤0.01% 2158
2020
Q3 		$14K Buy
120
+7
+6% +$1.11K ﹤0.01% 2004
2020
Q2 		$28K Buy
+113
New +$13.1K ﹤0.01% 1808

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

Creative Planning's IDEX Position: Q3 2023 in Review

Creative Planning sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 1,652 shares — an estimated $15.4K sold.

Creative Planning first reported a position in IDEX in Q2 2020 and held it in 13 quarters. The position peaked at $252K in Q1 2022. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

  • Creative Planning reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 1,652 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $15.4K.
  • Creative Planning first reported a position in Ideanomics, Inc. Common Stock in Q2 2020 and held it in 13 quarters.
  • Creative Planning's Ideanomics, Inc. Common Stock position peaked at $252K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.