Laird Norton Wetherby Trust Company’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Laird Norton Wetherby Trust Company’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	-95	Closed	-$882	–	123
2023 Q2	$882	Hold	95	–	–	﹤0.01%	115
2023 Q1	$1.28K	Hold	95	–	–	﹤0.01%	119
2022 Q4	$1.94K	Hold	95	–	–	﹤0.01%	115
2022 Q3	$3K	Hold	95	–	–	﹤0.01%	71
2022 Q2	$7K	Hold	95	–	–	﹤0.01%	121
2022 Q1	$13K	Hold	95	–	–	﹤0.01%	191
2021 Q4	$14K	Hold	95	–	–	﹤0.01%	196
2021 Q3	$23K	Hold	95	–	–	﹤0.01%	184
2021 Q2	$33K	Hold	95	–	–	﹤0.01%	163
2021 Q1	$34K	Buy	+95	New	+$41.3K	﹤0.01%	158

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

Laird Norton Wetherby Trust Company's IDEX Position: Q3 2023 in Review

Laird Norton Wetherby Trust Company sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 95 shares — an estimated $882 sold.

Laird Norton Wetherby Trust Company first reported a position in IDEX in Q1 2021 and held it in 10 quarters. The position peaked at $34K in Q1 2021. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

Laird Norton Wetherby Trust Company reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 95 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $882.
Laird Norton Wetherby Trust Company first reported a position in Ideanomics, Inc. Common Stock in Q1 2021 and held it in 10 quarters.
Laird Norton Wetherby Trust Company's Ideanomics, Inc. Common Stock position peaked at $34K in Q1 2021.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q3 2023, filed 14 Nov 2023.