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

IFP 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 Q1	–	Sell	-55	Closed	-$24K	–	4589
2022 Q4	$24K	Sell	55 -9	-14%	-$261	﹤0.01%	2771
2022 Q3	$27K	Hold	64	–	–	﹤0.01%	2852
2022 Q2	$27K	Hold	64	–	–	﹤0.01%	2623
2022 Q1	$27K	Buy	+64	New	+$8.17K	﹤0.01%	2623
2021 Q4	–	Sell	-2	Closed	-$1K	–	3525
2021 Q3	$1K	Sell	2 -1	-33%	-$291	﹤0.01%	3189
2021 Q2	$1K	Sell	3 -16	-84%	-$5.71K	﹤0.01%	2979
2021 Q1	$7K	Buy	+19	New	+$8.27K	﹤0.01%	2301
2020 Q4	–	Sell	-40	Closed	-$7.4K	–	3137
2020 Q3	$5K	Buy	+40	New	+$6.36K	﹤0.01%	2209

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

IFP Advisors's IDEX Position: Q1 2023 in Review

IFP Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q1 2023, closing a stake of 55 shares — an estimated $24K sold.

IFP Advisors first reported a position in IDEX in Q3 2020 and held it in 8 quarters. The position peaked at $27K in Q3 2022. 61 funds tracked by Wall St. Rank hold IDEX as of Q1 2023.

IFP Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 55 Ideanomics, Inc. Common Stock shares in Q1 2023, an estimated $24K.
IFP Advisors first reported a position in Ideanomics, Inc. Common Stock in Q3 2020 and held it in 8 quarters.
IFP Advisors's Ideanomics, Inc. Common Stock position peaked at $27K in Q3 2022.
61 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.