RFG Advisory’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

RFG Advisory’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 Q4	–	Sell	-20,000	Closed	-$48.6K	–	695
2023 Q3	$48.6K	Buy	20,000 +19,830	+11,665%	+$133K	﹤0.01%	617
2023 Q2	$1.58K	Buy	+170	New	+$1.3K	﹤0.01%	631

Other funds holding IDEX

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

RFG Advisory's IDEX Position: Q4 2023 in Review

RFG Advisory sold out of Ideanomics, Inc. Common Stock (IDEX) in Q4 2023, closing a stake of 20,000 shares — an estimated $48.6K sold.

RFG Advisory first reported a position in IDEX in Q2 2023 and held it in 2 quarters. The position peaked at $48.6K in Q3 2023. 30 funds tracked by Wall St. Rank hold IDEX as of Q4 2023.

RFG Advisory reported no remaining Ideanomics, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
RFG Advisory sold 20,000 Ideanomics, Inc. Common Stock shares in Q4 2023, an estimated $48.6K.
RFG Advisory first reported a position in Ideanomics, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
RFG Advisory's Ideanomics, Inc. Common Stock position peaked at $48.6K in Q3 2023.
30 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q4 2023.

Based on RFG Advisory's 13F filing for Q4 2023, filed 25 Jan 2024.