Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MSTR
Microstrategy Inc

Technology
Q4 2021 Filed on Feb 22, 2022
10
$544.49 - $860.0 $5.44K - $8.6K
BOTZ
Global X Fds

ETFs
Q4 2021 Filed on Feb 22, 2022
151
$34.68 - $39.83 $5.24K - $6.01K
CLOU
Global X Fds Cloud Computing E

ETFs
Q4 2021 Filed on Feb 22, 2022
185
$26.26 - $32.14 $4.86K - $5.95K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Feb 22, 2022
181
$28.38 - $34.74 $5.14K - $6.29K
HIBB
Hibbett Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
75
$65.34 - $99.69 $4.9K - $7.48K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2021 Filed on Feb 22, 2022
80
$89.89 - $108.82 $7.19K - $8.71K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
100
$44.65 - $81.34 $4.47K - $8.13K
OXY
Occidental Petroleum Corp

Energy
Q4 2021 Filed on Feb 22, 2022
400
$26.98 - $35.36 $10.8K - $14.1K
ENTG
Entegris Inc

Technology
Q4 2021 Filed on Feb 22, 2022
89
$120.15 - $154.75 $10.7K - $13.8K
JBL
Jabil Inc

Technology
Q4 2021 Filed on Feb 22, 2022
188
$58.26 - $71.51 $11K - $13.4K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q4 2021 Filed on Feb 22, 2022
135
$71.78 - $86.27 $9.69K - $11.6K
TDC
Teradata Corp

Technology
Q4 2021 Filed on Feb 22, 2022
168
$41.42 - $58.89 $6.96K - $9.89K
AZO
Autozone Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
5
$1642.51 - $2104.04 $8.21K - $10.5K
Cimarex Energy
Q4 2021 Filed on Feb 22, 2022
96
N/A
NVCR
Novo Cure LTD

Healthcare
Q4 2021 Filed on Feb 22, 2022
63
$75.08 - $121.99 $4.73K - $7.69K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
61
$86.09 - $108.16 $5.25K - $6.6K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2021 Filed on Feb 22, 2022
62
$80.02 - $90.61 $4.96K - $5.62K
SGU
Star Group, L.P.

Energy
Q4 2021 Filed on Feb 22, 2022
12
$9.85 - $11.35 $118 - $136
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
9
$12.09 - $14.68 $109 - $132
SKLZ
Skillz Inc.

Communication Services
Q4 2021 Filed on Feb 22, 2022
11
$7.19 - $12.5 $79.1 - $138
Brookfield Asset
Q4 2021 Filed on Feb 22, 2022
1
N/A
GGT
Gabelli Multimedia Trust Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
0
$8.39 - $9.52 $0 - $0
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
0
$68.83 - $80.62 $0 - $0
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Feb 22, 2022
0
$17.93 - $20.54 $0 - $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$61.51 - $66.09 $0 - $0
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
19
$5.41 - $8.5 $103 - $162
ALC
Alcon Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
6
$77.91 - $88.5 $467 - $531
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2021 Filed on Feb 22, 2022
150
$30.56 - $30.65 $4.58K - $4.6K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2021 Filed on Feb 22, 2022
70
$59.38 - $63.62 $4.16K - $4.45K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q4 2021 Filed on Feb 22, 2022
60
$60.05 - $64.51 $3.6K - $3.87K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
54
$54.71 - $60.84 $2.95K - $3.29K
MKL
Markel Corp

Financial Services
Q4 2021 Filed on Feb 22, 2022
2
$1188.0 - $1330.53 $2.38K - $2.66K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
9
$263.0 - $299.25 $2.37K - $2.69K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Feb 22, 2022
31
$79.7 - $88.13 $2.47K - $2.73K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q4 2021 Filed on Feb 22, 2022
30
$72.79 - $74.53 $2.18K - $2.24K
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$55.11 - $57.44 $0 - $0
FRC
First Republic Bank

Financial Services
Q4 2021 Filed on Feb 22, 2022
679
$196.19 - $221.91 $133K - $151K
IVV
Ishares Core S&P 500 ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
161
$430.29 - $479.53 $69.3K - $77.2K
STOR
Store Capital Corp

Real Estate
Q4 2021 Filed on Feb 22, 2022
2,080
$32.16 - $35.11 $66.9K - $73K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q4 2021 Filed on Feb 22, 2022
300
$193.71 - $248.86 $58.1K - $74.7K
MASI
Masimo Corp

Healthcare
Q4 2021 Filed on Feb 22, 2022
199
$266.41 - $303.29 $53K - $60.4K
SILJ
ETF Managers Tr Etfmg Prime Jr

ETFs
Q4 2021 Filed on Feb 22, 2022
4,350
$11.54 - $14.51 $50.2K - $63.1K
CTLT
Catalent, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
380
$119.57 - $139.07 $45.4K - $52.8K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
900
$44.57 - $55.81 $40.1K - $50.2K
MOS
Mosaic CO

Basic Materials
Q4 2021 Filed on Feb 22, 2022
1,400
$33.62 - $42.47 $47.1K - $59.5K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
4,744
$14.62 - $16.16 $69.4K - $76.7K
AA
Alcoa Corp

Basic Materials
Q4 2021 Filed on Feb 22, 2022
1,493
$43.78 - $59.83 $65.4K - $89.3K
HUBB
Hubbell Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
696
$178.98 - $210.14 $125K - $146K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 22, 2022
1,633
$58.39 - $78.64 $95.4K - $128K
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