Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WM
Waste Management Inc

Industrials
Q3 2019 Filed on Nov 12, 2019
1,248
$111.9 - $120.65 $140K - $151K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q3 2019 Filed on Nov 12, 2019
230
$80.39 - $80.84 $18.5K - $18.6K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q3 2019 Filed on Nov 12, 2019
49,133
$89.94 - $91.25 $4.42M - $4.48M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2019 Filed on Nov 12, 2019
63
$39.0 - $43.14 $2.46K - $2.72K
Home Depot Inc
Q3 2019 Filed on Nov 12, 2019
1
N/A
Gw Pharmaceutical
Q3 2019 Filed on Nov 12, 2019
31
N/A
Grainger W W Inc
Q3 2019 Filed on Nov 12, 2019
5
N/A
General Electric
Q3 2019 Filed on Nov 12, 2019
31
N/A
NOC
Northrop Grumman Corp

Industrials
Q3 2019 Filed on Nov 12, 2019
329
$318.54 - $382.15 $105K - $126K
Fiserv Inc
Q3 2019 Filed on Nov 12, 2019
60
N/A
Enterprise Produc
Q3 2019 Filed on Nov 12, 2019
20
N/A
Energy Transfer L
Q3 2019 Filed on Nov 12, 2019
16
N/A
Edwards Lifescien
Q3 2019 Filed on Nov 12, 2019
31
N/A
Digital Realty T
Q3 2019 Filed on Nov 12, 2019
0
N/A
Danaher Corp
Q3 2019 Filed on Nov 12, 2019
57
N/A
Crown Castle Intl
Q3 2019 Filed on Nov 12, 2019
1
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2019 Filed on Nov 12, 2019
279
$41.23 - $43.82 $11.5K - $12.2K
IT
Gartner Inc

Technology
Q3 2019 Filed on Nov 12, 2019
254
$126.49 - $171.04 $32.1K - $43.4K
Seagate Technology
Q3 2019 Filed on Nov 12, 2019
1,300
N/A
SBAC
Sba Communications Corp

Real Estate
Q3 2019 Filed on Nov 12, 2019
242
$224.99 - $269.28 $54.4K - $65.2K
SNY
Sanofi

Healthcare
Q3 2019 Filed on Nov 12, 2019
588
$40.34 - $46.64 $23.7K - $27.4K
ROL
Rollins Inc

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
0
$21.02 - $25.43 $0 - $0
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
778
$10.13 - $14.48 $7.88K - $11.3K
Pyxus Intl
Q3 2019 Filed on Nov 12, 2019
120
N/A
PVH
Pvh Corp.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
40
$69.01 - $95.26 $2.76K - $3.81K
PHM
Pultegroup Inc

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
1,197
$30.69 - $36.55 $36.7K - $43.8K
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q3 2019 Filed on Nov 12, 2019
2,272
$11.88 - $12.79 $27K - $29.1K
HSIC
Henry Schein Inc

Healthcare
Q3 2019 Filed on Nov 12, 2019
576
$59.46 - $71.35 $34.2K - $41.1K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
1,200
$10.19 - $10.56 $12.2K - $12.7K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
2,329
$12.64 - $13.41 $29.4K - $31.2K
Nuveen Ny
Q3 2019 Filed on Nov 12, 2019
1,721
N/A
Fs Kkr
Q3 2019 Filed on Nov 12, 2019
2,139
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
94
$34.0 - $43.24 $3.2K - $4.06K
HQH
Tekla Healthcare Investors

Financial Services
Q3 2019 Filed on Nov 12, 2019
53
$18.24 - $20.34 $967 - $1.08K
WEC
Wec Energy Group, Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
972
$83.13 - $97.73 $80.8K - $95K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2019 Filed on Nov 12, 2019
18
$62.31 - $77.82 $1.12K - $1.4K
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
394
$147.63 - $164.58 $58.2K - $64.8K
EXEL
Exelixis, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
2,021
$17.68 - $22.65 $35.7K - $45.8K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2019 Filed on Nov 12, 2019
553
$49.05 - $49.56 $27.1K - $27.4K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
16
$64.81 - $66.58 $1.04K - $1.07K
FAST
Fastenal CO

Industrials
Q3 2019 Filed on Nov 12, 2019
3,086
$28.56 - $33.64 $88.1K - $104K
Fiduciary Claymore
Q3 2019 Filed on Nov 12, 2019
688
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2019 Filed on Nov 12, 2019
7
$123.44 - $131.99 $864 - $924
United Technologies
Q3 2019 Filed on Nov 12, 2019
38
N/A
United States
Q3 2019 Filed on Nov 12, 2019
150
N/A
TDG
Trans Digm Group Inc

Industrials
Q3 2019 Filed on Nov 12, 2019
116
$461.33 - $550.83 $53.5K - $63.9K
Torchmark Corp
Q3 2019 Filed on Nov 12, 2019
497
N/A
FLT
Fleetcor Technologies Inc

Technology
Q3 2019 Filed on Nov 12, 2019
217
$266.74 - $302.64 $57.9K - $65.7K
Nuveen Nj
Q3 2019 Filed on Nov 12, 2019
830
N/A
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email