Capital Performance Advisors’s IBEX IBEX Stock Holding History

Capital Performance 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 Q4	–	Sell	-44	Closed	-$879	–	1307
2024 Q3	$879	Buy	+44	New	+$756	﹤0.01%	1967

Other funds holding IBEX

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ICP

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Capital Performance Advisors's IBEX Position: Q4 2024 in Review

Capital Performance Advisors sold out of IBEX (IBEX) in Q4 2024, closing a stake of 44 shares — an estimated $879 sold.

Capital Performance Advisors first reported a position in IBEX in Q3 2024 and held it in 1 quarter. The position peaked at $879 in Q3 2024. 117 funds tracked by Wall St. Rank hold IBEX as of Q4 2024.

Capital Performance Advisors reported no remaining IBEX position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 44 IBEX shares in Q4 2024, an estimated $879.
Capital Performance Advisors first reported a position in IBEX in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's IBEX position peaked at $879 in Q3 2024.
117 funds tracked by Wall St. Rank held IBEX as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.