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

Perennial Investment 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	-416	Closed	-$3.87K	–	381
2023 Q2	$3.87K	Hold	416	–	–	﹤0.01%	360
2023 Q1	$5.62K	Hold	416	–	–	﹤0.01%	369
2022 Q4	$8.53K	Buy	416 +96	+30%	+$2.79K	﹤0.01%	220
2022 Q3	$11K	Hold	320	–	–	0.01%	202
2022 Q2	$27K	Buy	320 +80	+33%	+$7.21K	0.01%	198
2022 Q1	$34K	Hold	240	–	–	0.01%	216
2021 Q4	$36K	Hold	240	–	–	0.01%	222
2021 Q3	$59K	Hold	240	–	–	0.02%	217
2021 Q2	$85K	Hold	240	–	–	0.03%	212
2021 Q1	$88K	Hold	240	–	–	0.03%	199
2020 Q4	$60K	Hold	240	–	–	0.03%	175
2020 Q3	$27K	Buy	+240	New	+$38.2K	0.01%	152

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

Perennial Investment Advisors's IDEX Position: Q3 2023 in Review

Perennial Investment Advisors sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 416 shares — an estimated $3.87K sold.

Perennial Investment Advisors first reported a position in IDEX in Q3 2020 and held it in 12 quarters. The position peaked at $88K in Q1 2021. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

Perennial Investment Advisors reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Perennial Investment Advisors sold 416 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $3.87K.
Perennial Investment Advisors first reported a position in Ideanomics, Inc. Common Stock in Q3 2020 and held it in 12 quarters.
Perennial Investment Advisors's Ideanomics, Inc. Common Stock position peaked at $88K in Q1 2021.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on Perennial Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.