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IBEX Wealth Advisors’s Commercial Metals CMC Stock Holding History

IBEX Wealth Advisors’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,723
Closed -$238K – 159
2022
Q1 		$238K Buy
5,723
+186
+3% +$6.99K 0.05% 149
2021
Q4 		$201K Sell
5,537
-80
-1% -$2.65K 0.04% 183
2021
Q3 		$171K Buy
+5,617
New +$179K 0.03% 191

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's CMC Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of Commercial Metals (CMC) in Q2 2022, closing a stake of 5,723 shares — an estimated $238K sold.

IBEX Wealth Advisors first reported a position in CMC in Q3 2021 and held it in 3 quarters. The position peaked at $238K in Q1 2022. 347 funds tracked by Wall St. Rank hold CMC as of Q2 2022.

  • IBEX Wealth Advisors reported no remaining Commercial Metals position as of Q2 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 5,723 Commercial Metals shares in Q2 2022, an estimated $238K.
  • IBEX Wealth Advisors first reported a position in Commercial Metals in Q3 2021 and held it in 3 quarters.
  • IBEX Wealth Advisors's Commercial Metals position peaked at $238K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.