UBS AM’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

UBS AM’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
2022 Q4	–	Sell	-4,973	Closed	-$171K	–	2775
2022 Q3	$171K	Buy	4,973 +948	+24%	+$71.8K	﹤0.01%	2634
2022 Q2	$333K	Buy	4,025 +867	+27%	+$78.1K	﹤0.01%	2443
2022 Q1	$442K	Hold	3,158	–	–	﹤0.01%	2497
2021 Q4	$474K	Buy	3,158 +621	+24%	+$133K	﹤0.01%	2581
2021 Q3	$625K	Hold	2,537	–	–	﹤0.01%	2407
2021 Q2	$901K	Buy	+2,537	New	+$906K	﹤0.01%	2263

Other funds holding IDEX

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

UBS AM's IDEX Position: Q4 2022 in Review

UBS AM sold out of Ideanomics, Inc. Common Stock (IDEX) in Q4 2022, closing a stake of 4,973 shares — an estimated $171K sold.

UBS AM first reported a position in IDEX in Q2 2021 and held it in 6 quarters. The position peaked at $901K in Q2 2021. 72 funds tracked by Wall St. Rank hold IDEX as of Q4 2022.

UBS AM reported no remaining Ideanomics, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
UBS AM sold 4,973 Ideanomics, Inc. Common Stock shares in Q4 2022, an estimated $171K.
UBS AM first reported a position in Ideanomics, Inc. Common Stock in Q2 2021 and held it in 6 quarters.
UBS AM's Ideanomics, Inc. Common Stock position peaked at $901K in Q2 2021.
72 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q4 2022.

Based on UBS AM's 13F filing for Q4 2022, filed 14 Feb 2023.