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Anchor Capital Advisors’s IBEX IBEX Stock Holding History

Anchor Capital Advisors’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,691
Closed -$431K – 243
2023
Q4 		$431K Sell
22,691
-5,590
-20% -$97.1K 0.01% 208
2023
Q3 		$437K Hold
28,281
– – 0.01% 217
2023
Q2 		$600K Buy
28,281
+1,841
+7% +$39.4K 0.02% 207
2023
Q1 		$645K Hold
26,440
– – 0.02% 199
2022
Q4 		$657K Hold
26,440
– – 0.02% 204
2022
Q3 		$491K Buy
26,440
+1,170
+5% +$20.5K 0.01% 213
2022
Q2 		$426K Buy
25,270
+3,440
+16% +$56.1K 0.01% 228
2022
Q1 		$348K Buy
+21,830
New +$326K 0.01% 237

Other funds holding IBEX

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Anchor Capital Advisors's IBEX Position: Q1 2024 in Review

Anchor Capital Advisors sold out of IBEX (IBEX) in Q1 2024, closing a stake of 22,691 shares — an estimated $431K sold.

Anchor Capital Advisors first reported a position in IBEX in Q1 2022 and held it in 8 quarters. The position peaked at $657K in Q4 2022. 74 funds tracked by Wall St. Rank hold IBEX as of Q1 2024.

  • Anchor Capital Advisors reported no remaining IBEX position as of Q1 2024 after selling out during the quarter.
  • Anchor Capital Advisors sold 22,691 IBEX shares in Q1 2024, an estimated $431K.
  • Anchor Capital Advisors first reported a position in IBEX in Q1 2022 and held it in 8 quarters.
  • Anchor Capital Advisors's IBEX position peaked at $657K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held IBEX as of Q1 2024.

Based on Anchor Capital Advisors's 13F filing for Q1 2024, filed 7 May 2024.