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

MONECO 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	-82	Closed	-$768	–	359
2023 Q2	$768	Hold	82	–	–	﹤0.01%	338
2023 Q1	$1.11K	Hold	82	–	–	﹤0.01%	323
2022 Q4	$1.69K	Hold	82	–	–	﹤0.01%	268
2022 Q3	$3K	Hold	82	–	–	﹤0.01%	246
2022 Q2	$7K	Hold	82	–	–	﹤0.01%	249
2022 Q1	$12K	Hold	82	–	–	﹤0.01%	246
2021 Q4	$10K	Hold	82	–	–	﹤0.01%	247
2021 Q3	$20K	Buy	82 +2	+3%	+$583	0.01%	258
2021 Q2	$28K	Hold	80	–	–	0.01%	222
2021 Q1	$29K	Hold	80	–	–	0.01%	220
2020 Q4	$27K	Buy	+80	New	+$14.8K	0.01%	186

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

MONECO Advisors's IDEX Position: Q3 2023 in Review

MONECO Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 82 shares — an estimated $768 sold.

MONECO Advisors first reported a position in IDEX in Q4 2020 and held it in 11 quarters. The position peaked at $29K in Q1 2021. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

MONECO Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
MONECO Advisors sold 82 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $768.
MONECO Advisors first reported a position in Ideanomics, Inc. Common Stock in Q4 2020 and held it in 11 quarters.
MONECO Advisors's Ideanomics, Inc. Common Stock position peaked at $29K in Q1 2021.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on MONECO Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.