HCR Wealth Advisors’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

HCR Wealth Advisors’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	-80	Closed	-$745	–	192
2023 Q2	$745	Hold	80	–	–	﹤0.01%	179
2023 Q1	$1.08K	Hold	80	–	–	﹤0.01%	175
2022 Q4	$1.64K	Buy	+80	New	+$2.32K	﹤0.01%	178

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

HCR Wealth Advisors's IDEX Position: Q3 2023 in Review

HCR Wealth Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 80 shares — an estimated $745 sold.

HCR Wealth Advisors first reported a position in IDEX in Q4 2022 and held it in 3 quarters. The position peaked at $1.64K in Q4 2022. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

HCR Wealth Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
HCR Wealth Advisors sold 80 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $745.
HCR Wealth Advisors first reported a position in Ideanomics, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
HCR Wealth Advisors's Ideanomics, Inc. Common Stock position peaked at $1.64K in Q4 2022.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on HCR Wealth Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.