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Castleview Partners’s IBEX IBEX Stock Holding History

Castleview Partners’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
2023
Q3 		– Sell
-1,752
Closed -$37.2K – 712
2023
Q2 		$37.2K Sell
1,752
-683
-28% -$14.6K 0.03% 296
2023
Q1 		$59.4K Buy
+2,435
New +$65.1K 0.05% 252
2022
Q3 		– Sell
-4,392
Closed -$74.1K – 671
2022
Q2 		$74.1K Buy
+4,392
New +$71.6K 0.06% 245

Other funds holding IBEX

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Castleview Partners's IBEX Position: Q3 2023 in Review

Castleview Partners sold out of IBEX (IBEX) in Q3 2023, closing a stake of 1,752 shares — an estimated $37.2K sold.

Castleview Partners first reported a position in IBEX in Q2 2022 and held it in 3 quarters. The position peaked at $74.1K in Q2 2022. 83 funds tracked by Wall St. Rank hold IBEX as of Q3 2023.

  • Castleview Partners reported no remaining IBEX position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 1,752 IBEX shares in Q3 2023, an estimated $37.2K.
  • Castleview Partners first reported a position in IBEX in Q2 2022 and held it in 3 quarters.
  • Castleview Partners's IBEX position peaked at $74.1K in Q2 2022.
  • 83 funds tracked by Wall St. Rank held IBEX as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.