IBEX Wealth Advisors’s Autoliv ALV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-61	Closed	-$5K	–	200
2021 Q3	$5K	Buy	+61	New	+$5.63K	﹤0.01%	390

Other funds holding ALV

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

IBEX Wealth Advisors's ALV Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Autoliv (ALV) in Q4 2021, closing a stake of 61 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in ALV in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 239 funds tracked by Wall St. Rank hold ALV as of Q4 2021.

IBEX Wealth Advisors reported no remaining Autoliv position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 61 Autoliv shares in Q4 2021, an estimated $5K.
IBEX Wealth Advisors first reported a position in Autoliv in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Autoliv position peaked at $5K in Q3 2021.
239 funds tracked by Wall St. Rank held Autoliv as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.