JWCA
IDEX

J.W. Cole Advisors’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

J.W. Cole 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
-160
Closed -$1.49K – 803
2023
Q2 		$1.49K Buy
+160
New +$1.23K ﹤0.01% 758

Other funds holding IDEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J.W. Cole Advisors's IDEX Position: Q3 2023 in Review

J.W. Cole Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 160 shares — an estimated $1.49K sold.

J.W. Cole Advisors first reported a position in IDEX in Q2 2023 and held it in 1 quarter. The position peaked at $1.49K in Q2 2023. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

  • J.W. Cole Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • J.W. Cole Advisors sold 160 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $1.49K.
  • J.W. Cole Advisors first reported a position in Ideanomics, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • J.W. Cole Advisors's Ideanomics, Inc. Common Stock position peaked at $1.49K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on J.W. Cole Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.