IBEX Wealth Advisors’s Chemours CC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$328K	Buy	+10,945	New	+$361K	0.09%	98
2022 Q3	–	Sell	-209,118	Closed	-$6.7M	–	149
2022 Q2	$6.7M	Sell	209,118 -7,607	-4%	-$280K	1.54%	17
2022 Q1	$6.82M	Buy	216,725 +15,869	+8%	+$496K	1.31%	24
2021 Q4	$6.74M	Buy	200,856 +11,998	+6%	+$374K	1.19%	23
2021 Q3	$5.49M	Buy	188,858 +6,659	+4%	+$216K	1.06%	27
2021 Q2	$6.34M	Buy	182,199 +8,025	+5%	+$266K	1.27%	17
2021 Q1	$4.86M	Buy	+174,174	New	+$4.63M	1.2%	26

Other funds holding CC

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

IBEX Wealth Advisors's CC Position: Q1 2023 in Review

IBEX Wealth Advisors opened a new position in Chemours (CC) in Q1 2023: 10,945 shares worth $328K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in CC as recently as Q2 2022.

IBEX Wealth Advisors first reported a position in CC in Q1 2021 and has held it in 7 quarters since. The position peaked at $6.82M in Q1 2022. 487 funds tracked by Wall St. Rank hold CC as of Q1 2023.

IBEX Wealth Advisors held 10,945 shares of Chemours worth $328K as of Q1 2023.
Chemours was a new IBEX Wealth Advisors position in Q1 2023.
Chemours made up 0.09% of IBEX Wealth Advisors's portfolio in Q1 2023, its #98 holding.
IBEX Wealth Advisors first reported a position in Chemours in Q1 2021 and has held it in 7 quarters since.
IBEX Wealth Advisors's Chemours position peaked at $6.82M in Q1 2022.
487 funds tracked by Wall St. Rank held Chemours as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.