IEQ Capital’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

IEQ Capital’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	-85	Closed	-$790	–	978
2023 Q2	$790	Hold	85	–	–	﹤0.01%	900
2023 Q1	$1.15K	Buy	+85	New	+$1.61K	﹤0.01%	891

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

IEQ Capital's IDEX Position: Q3 2023 in Review

IEQ Capital sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 85 shares — an estimated $790 sold.

IEQ Capital first reported a position in IDEX in Q1 2023 and held it in 2 quarters. The position peaked at $1.15K in Q1 2023. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

IEQ Capital reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
IEQ Capital sold 85 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $790.
IEQ Capital first reported a position in Ideanomics, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
IEQ Capital's Ideanomics, Inc. Common Stock position peaked at $1.15K in Q1 2023.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on IEQ Capital's 13F filing for Q3 2023, filed 6 Nov 2023.