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IBEX Wealth Advisors’s Trump Media & Technology Group DJT Stock Holding History

IBEX Wealth Advisors’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-150
Closed -$4.91K – 284
2024
Q2 		$4.91K Buy
+150
New +$6.3K ﹤0.01% 254

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's DJT Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Trump Media & Technology Group (DJT) in Q3 2024, closing a stake of 150 shares — an estimated $4.91K sold.

IBEX Wealth Advisors first reported a position in DJT in Q2 2024 and held it in 1 quarter. The position peaked at $4.91K in Q2 2024. 263 funds tracked by Wall St. Rank hold DJT as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Trump Media & Technology Group position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 150 Trump Media & Technology Group shares in Q3 2024, an estimated $4.91K.
  • IBEX Wealth Advisors first reported a position in Trump Media & Technology Group in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Trump Media & Technology Group position peaked at $4.91K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.