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IBEX Wealth Advisors’s Bloomin' Brands BLMN Stock Holding History

IBEX Wealth Advisors’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25,627
Closed -$516K – 287
2024
Q1 		$516K Buy
25,627
+25,603
+106,679% +$696K 0.14% 88
2023
Q4 		$667 Sell
24
-23,645
-100% -$575K 0.15% 70
2023
Q3 		$582K Buy
+23,669
New +$629K 0.15% 74
2023
Q1 		$630K Sell
24,566
-1,061
-4% -$26.4K 0.16% 75
2022
Q4 		$516K Buy
+25,627
New +$555K 0.12% 124

Other funds holding BLMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Bloomin' Brands (BLMN) in Q2 2024, closing a stake of 25,627 shares — an estimated $516K sold.

IBEX Wealth Advisors first reported a position in BLMN in Q4 2022 and held it in 5 quarters. The position peaked at $630K in Q1 2023. 239 funds tracked by Wall St. Rank hold BLMN as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Bloomin' Brands position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 25,627 Bloomin' Brands shares in Q2 2024, an estimated $516K.
  • IBEX Wealth Advisors first reported a position in Bloomin' Brands in Q4 2022 and held it in 5 quarters.
  • IBEX Wealth Advisors's Bloomin' Brands position peaked at $630K in Q1 2023.
  • 239 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2024.

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