IBEX Wealth Advisors’s Cintas CTAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,365	Closed	-$249K	–	139
2024 Q4	$249K	Buy	+1,365	New	+$287K	0.03%	190
2024 Q3	–	Sell	-1,212	Closed	-$212K	–	115
2024 Q2	$212K	Buy	+1,212	New	+$207K	0.03%	129

Other funds holding CTAS

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's CTAS Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Cintas (CTAS) in Q1 2025, closing a stake of 1,365 shares — an estimated $249K sold.

IBEX Wealth Advisors first reported a position in CTAS in Q2 2024 and held it in 2 quarters. The position peaked at $249K in Q4 2024. 1,467 funds tracked by Wall St. Rank hold CTAS as of Q1 2025.

IBEX Wealth Advisors reported no remaining Cintas position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 1,365 Cintas shares in Q1 2025, an estimated $249K.
IBEX Wealth Advisors first reported a position in Cintas in Q2 2024 and held it in 2 quarters.
IBEX Wealth Advisors's Cintas position peaked at $249K in Q4 2024.
1,467 funds tracked by Wall St. Rank held Cintas as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.