Financial Advocates Investment Management’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Financial Advocates Investment Management’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	-961	Closed	-$8.95K	–	741
2023 Q2	$8.95K	Buy	961 +720	+299%	+$5.53K	﹤0.01%	693
2023 Q1	$3.26K	Buy	241 +160	+198%	+$3.04K	﹤0.01%	742
2022 Q4	$1.66K	Buy	+81	New	+$2.35K	﹤0.01%	753
2022 Q3	–	Sell	-81	Closed	-$7K	–	848
2022 Q2	$7K	Hold	81	–	–	﹤0.01%	682
2022 Q1	$11K	Buy	+81	New	+$10.3K	﹤0.01%	726

Other funds holding IDEX

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 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

Financial Advocates Investment Management's IDEX Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 961 shares — an estimated $8.95K sold.

Financial Advocates Investment Management first reported a position in IDEX in Q1 2022 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

Financial Advocates Investment Management reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 961 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $8.95K.
Financial Advocates Investment Management first reported a position in Ideanomics, Inc. Common Stock in Q1 2022 and held it in 5 quarters.
Financial Advocates Investment Management's Ideanomics, Inc. Common Stock position peaked at $11K in Q1 2022.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.