Tradewinds Capital Management’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

Tradewinds Capital Management’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 Q1	–	Sell	-4	Closed	-$82	–	579
2022 Q4	$82	Hold	4	–	–	﹤0.01%	501
2022 Q3	$0	Buy	+4	New	+$303	﹤0.01%	526
2020 Q3	–	Sell	-1	Closed	–	–	721
2020 Q2	$0	Buy	+1	New	+$116	﹤0.01%	738

Other funds holding IDEX

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

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Tradewinds Capital Management's IDEX Position: Q1 2023 in Review

Tradewinds Capital Management sold out of Ideanomics, Inc. Common Stock (IDEX) in Q1 2023, closing a stake of 4 shares — an estimated $82 sold.

Tradewinds Capital Management first reported a position in IDEX in Q2 2020 and held it in 3 quarters. The position peaked at $82 in Q4 2022. 61 funds tracked by Wall St. Rank hold IDEX as of Q1 2023.

Tradewinds Capital Management reported no remaining Ideanomics, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Tradewinds Capital Management sold 4 Ideanomics, Inc. Common Stock shares in Q1 2023, an estimated $82.
Tradewinds Capital Management first reported a position in Ideanomics, Inc. Common Stock in Q2 2020 and held it in 3 quarters.
Tradewinds Capital Management's Ideanomics, Inc. Common Stock position peaked at $82 in Q4 2022.
61 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q1 2023.

Based on Tradewinds Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.