Janney Montgomery Scott
IDEX

Janney Montgomery Scott’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Janney Montgomery Scott’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
-134
Closed -$1K – 2804
2023
Q2 		$1K Sell
134
-8
-6% -$61 ﹤0.01% 2626
2023
Q1 		$2K Hold
142
– – ﹤0.01% 2448
2022
Q4 		$3K Hold
142
– – ﹤0.01% 2554
2022
Q3 		$5K Sell
142
-8
-5% -$606 ﹤0.01% 2485
2022
Q2 		$13K Sell
150
-4
-3% -$360 ﹤0.01% 2304
2022
Q1 		$22K Hold
154
– – ﹤0.01% 2223
2021
Q4 		$23K Buy
154
+60
+64% +$12.8K ﹤0.01% 2357
2021
Q3 		$23K Hold
94
– – ﹤0.01% 2283
2021
Q2 		$34K Sell
94
-16
-15% -$5.71K ﹤0.01% 2238
2021
Q1 		$40K Buy
110
+18
+20% +$7.83K ﹤0.01% 2154
2020
Q4 		$23K Sell
92
-56
-38% -$10.4K ﹤0.01% 2214
2020
Q3 		$17K Sell
148
-16
-10% -$2.54K ﹤0.01% 2054
2020
Q2 		$41K Buy
164
+16
+11% +$1.85K ﹤0.01% 1969
2020
Q1 		$25K Sell
148
-8
-5% -$590 ﹤0.01% 1852
2019
Q4 		$17K Hold
156
– – ﹤0.01% 2050
2019
Q3 		$29K Buy
156
+64
+70% +$14.5K ﹤0.01% 2029
2019
Q2 		$28K Hold
92
– – ﹤0.01% 2028
2019
Q1 		$22K Sell
92
-70
-43% -$13.2K ﹤0.01% 1988
2018
Q4 		$24K Sell
162
-48
-23% -$14.8K ﹤0.01% 1921
2018
Q3 		$100K Buy
210
+87
+71% +$34.6K ﹤0.01% 1999
2018
Q2 		$29K Sell
123
-55
-31% -$17.4K ﹤0.01% 1979
2018
Q1 		$48K Sell
178
-27
-13% -$10K ﹤0.01% 1921
2017
Q4 		$118K Buy
205
+7
+4% +$2.44K ﹤0.01% 1877
2017
Q3 		$66K Buy
+198
New +$44.1K ﹤0.01% 1802

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

Janney Montgomery Scott's IDEX Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 134 shares — an estimated $1K sold.

Janney Montgomery Scott first reported a position in IDEX in Q3 2017 and held it in 24 quarters. The position peaked at $118K in Q4 2017. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

  • Janney Montgomery Scott reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 134 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $1K.
  • Janney Montgomery Scott first reported a position in Ideanomics, Inc. Common Stock in Q3 2017 and held it in 24 quarters.
  • Janney Montgomery Scott's Ideanomics, Inc. Common Stock position peaked at $118K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.