Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Columbia Property
Q3 2019 Filed on Nov 12, 2019
325
N/A
EVRG
Evergy, Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
262
$60.16 - $67.31 $15.8K - $17.6K
EXEL
Exelixis, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
2,021
$17.68 - $22.65 $35.7K - $45.8K
Ingersoll Rand
Q3 2019 Filed on Nov 12, 2019
525
N/A
Immunomedics Inc
Q3 2019 Filed on Nov 12, 2019
1,000
N/A
ILMN
Illumina, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
4,807
$266.84 - $378.23 $1.28M - $1.82M
HSIC
Henry Schein Inc

Healthcare
Q3 2019 Filed on Nov 12, 2019
576
$59.46 - $71.35 $34.2K - $41.1K
IT
Gartner Inc

Technology
Q3 2019 Filed on Nov 12, 2019
254
$126.49 - $171.04 $32.1K - $43.4K
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
FLT
Fleetcor Technologies Inc

Technology
Q3 2019 Filed on Nov 12, 2019
217
$266.74 - $302.64 $57.9K - $65.7K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2019 Filed on Nov 12, 2019
7
$123.44 - $131.99 $864 - $924
Fiduciary Claymore
Q3 2019 Filed on Nov 12, 2019
688
N/A
FAST
Fastenal CO

Industrials
Q3 2019 Filed on Nov 12, 2019
3,086
$28.56 - $33.64 $88.1K - $104K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
2,118
$13.64 - $15.42 $28.9K - $32.7K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
925
$71.58 - $80.28 $66.2K - $74.3K
GLW
Corning Inc

Technology
Q3 2019 Filed on Nov 12, 2019
96,053
$27.07 - $34.12 $2.6M - $3.28M
SH
Proshares Short S&P500 New (De

ETFs
Q3 2019 Filed on Nov 12, 2019
158,946
$25.95 - $26.32 $4.12M - $4.18M
PK
Park Hotels & Resorts Inc.

Real Estate
Q3 2019 Filed on Nov 12, 2019
77,089
$23.19 - $27.89 $1.79M - $2.15M
Preferred Apartment
Q3 2019 Filed on Nov 12, 2019
146,425
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
75
$40.12 - $50.53 $3.01K - $3.79K
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2019 Filed on Nov 12, 2019
63
$39.0 - $43.14 $2.46K - $2.72K
NOC
Northrop Grumman Corp

Industrials
Q3 2019 Filed on Nov 12, 2019
329
$318.54 - $382.15 $105K - $126K
FAF
First American Financial Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
317
$53.94 - $60.33 $17.1K - $19.1K
ALK
Alaska Air Group, Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
1,409
$57.93 - $65.87 $81.6K - $92.8K
American Intl
Q3 2019 Filed on Nov 12, 2019
14
N/A
CF
Cf Industries Holdings, Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
1,100
$44.22 - $52.68 $48.6K - $57.9K
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Nov 12, 2019
3,436
$27.28 - $30.61 $93.7K - $105K
Buckeye Partners
Q3 2019 Filed on Nov 12, 2019
16
N/A
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q3 2019 Filed on Nov 12, 2019
875
$8.96 - $9.51 $7.84K - $8.32K
Blackrock Muniholdings
Q3 2019 Filed on Nov 12, 2019
1,883
N/A
BALL
Ball Corp

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
867
$68.51 - $80.78 $59.4K - $70K
Aurora Cannabis
Q3 2019 Filed on Nov 12, 2019
1,230
N/A
Aphria Inc
Q3 2019 Filed on Nov 12, 2019
163
N/A
ANSS
Ansys Inc

Technology
Q3 2019 Filed on Nov 12, 2019
192
$190.15 - $221.36 $36.5K - $42.5K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2019 Filed on Nov 12, 2019
1,519
$8.19 - $9.67 $12.4K - $14.7K
AWK
American Water Works Company, Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
482
$113.86 - $129.5 $54.9K - $62.4K
CMS
Cms Energy Corp

Utilities
Q3 2019 Filed on Nov 12, 2019
2,661
$57.66 - $65.04 $153K - $173K
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
2,500
$4.13 - $6.94 $10.3K - $17.4K
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
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