High Net Worth Advisory Group’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-1	Closed	-$12	–	617
2022 Q4	$12	Hold	1	–	–	﹤0.01%	624
2022 Q3	$0	Hold	1	–	–	﹤0.01%	737
2022 Q2	$0	Hold	1	–	–	﹤0.01%	735
2022 Q1	$0	Hold	1	–	–	﹤0.01%	739
2021 Q4	$0	Buy	+1	New	+$213	﹤0.01%	694

Other funds holding IDEX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Net Worth Advisory Group's IDEX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Ideanomics, Inc. Common Stock (IDEX) in Q1 2023, closing a stake of 1 share — an estimated $12 sold.

High Net Worth Advisory Group first reported a position in IDEX in Q4 2021 and held it in 5 quarters. The position peaked at $12 in Q4 2022. 61 funds tracked by Wall St. Rank hold IDEX as of Q1 2023.

High Net Worth Advisory Group reported no remaining Ideanomics, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1 Ideanomics, Inc. Common Stock share in Q1 2023, an estimated $12.
High Net Worth Advisory Group first reported a position in Ideanomics, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Ideanomics, Inc. Common Stock position peaked at $12 in Q4 2022.
61 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.