Lake Street Private Wealth’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Lake Street Private Wealth’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	–	305
2023 Q2	$1.49K	Hold	160	–	–	﹤0.01%	288
2023 Q1	$2.16K	Hold	160	–	–	﹤0.01%	286
2022 Q4	$3.28K	Hold	160	–	–	﹤0.01%	280
2022 Q3	$6K	Hold	160	–	–	﹤0.01%	279
2022 Q2	$13K	Hold	160	–	–	﹤0.01%	292
2022 Q1	$22K	Hold	160	–	–	﹤0.01%	312
2021 Q4	$24K	Hold	160	–	–	﹤0.01%	326
2021 Q3	$39K	Hold	160	–	–	0.01%	232
2021 Q2	$56K	Hold	160	–	–	0.01%	211
2021 Q1	$58K	Hold	160	–	–	0.02%	202
2020 Q4	$40K	Sell	160 -206	-56%	-$38.1K	0.01%	193
2020 Q3	$42K	Hold	366	–	–	0.01%	159
2020 Q2	$92K	Hold	366	–	–	0.03%	150
2020 Q1	$61K	Hold	366	–	–	0.03%	139
2019 Q4	$39K	Buy	366 +152	+71%	+$20.3K	0.01%	164
2019 Q3	$40K	Hold	214	–	–	0.02%	150
2019 Q2	$66K	Buy	+214	New	+$46.4K	0.04%	119

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

Lake Street Private Wealth's IDEX Position: Q3 2023 in Review

Lake Street Private Wealth sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 160 shares — an estimated $1.49K sold.

Lake Street Private Wealth first reported a position in IDEX in Q2 2019 and held it in 17 quarters. The position peaked at $92K in Q2 2020. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

Lake Street Private Wealth reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Lake Street Private Wealth sold 160 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $1.49K.
Lake Street Private Wealth first reported a position in Ideanomics, Inc. Common Stock in Q2 2019 and held it in 17 quarters.
Lake Street Private Wealth's Ideanomics, Inc. Common Stock position peaked at $92K in Q2 2020.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Lake Street Private Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.