IBEX Wealth Advisors’s Agilent Technologies A Stock Holding History

IBEX Wealth Advisors’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,888	Closed	-$432K	–	285
2024 Q1	$432K	Buy	2,888 +2,886	+144,300%	+$395K	0.12%	96
2023 Q4	$270	Sell	2 -2,629	-100%	-$313K	0.06%	99
2023 Q3	$294K	Buy	+2,631	New	+$315K	0.07%	98
2023 Q1	$363K	Sell	2,627 -261	-9%	-$38.2K	0.09%	95
2022 Q4	$432K	Sell	2,888 -134	-4%	-$19.1K	0.1%	137
2022 Q3	$367K	Sell	3,022 -28	-0.9%	-$3.6K	0.1%	116
2022 Q2	$362K	Sell	3,050 -106	-3%	-$13K	0.08%	120
2022 Q1	$418K	Buy	3,156 +96	+3%	+$13.2K	0.08%	124
2021 Q4	$488K	Buy	3,060 +569	+23%	+$88.6K	0.09%	125
2021 Q3	$392K	Buy	2,491 +1,043	+72%	+$169K	0.08%	131
2021 Q2	$214K	Buy	+1,448	New	+$197K	0.04%	168
2019 Q3	–	Sell	-10	Closed	–	–	94
2019 Q2	$0	Buy	+10	New	+$741	﹤0.01%	422

Other funds holding A

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IBEX Wealth Advisors's A Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Agilent Technologies (A) in Q2 2024, closing a stake of 2,888 shares — an estimated $432K sold.

IBEX Wealth Advisors first reported a position in A in Q2 2019 and held it in 12 quarters. The position peaked at $488K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold A as of Q2 2024.

IBEX Wealth Advisors reported no remaining Agilent Technologies position as of Q2 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 2,888 Agilent Technologies shares in Q2 2024, an estimated $432K.
IBEX Wealth Advisors first reported a position in Agilent Technologies in Q2 2019 and held it in 12 quarters.
IBEX Wealth Advisors's Agilent Technologies position peaked at $488K in Q4 2021.
1,010 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.