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IBEX Wealth Advisors’s First American FAF Stock Holding History

IBEX Wealth Advisors’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-317
Closed -$17K – 168
2019
Q2 		$17K Buy
+317
New +$17.3K ﹤0.01% 292
2018
Q4 		– Sell
-10,804
Closed -$555K – 84
2018
Q3 		$555K Buy
10,804
+600
+6% +$32.8K 0.2% 85
2018
Q2 		$583K Hold
10,204
– – 0.23% 81
2018
Q1 		$583K Sell
10,204
-6,562
-39% -$385K 0.24% 80
2017
Q4 		$1.01M Sell
16,766
-225
-1% -$12.1K 0.45% 58
2017
Q3 		$843K Buy
16,991
+1
+0% +$48 0.31% 83
2017
Q2 		$755K Sell
16,990
-575
-3% -$24.3K 0.3% 86
2017
Q1 		$670K Sell
17,565
-176
-1% -$6.73K 0.41% 60
2016
Q4 		$665K Buy
17,741
+4,278
+32% +$164K 0.32% 81
2016
Q3 		$529K Buy
+13,463
New +$559K 0.29% 86

Other funds holding FAF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IBEX Wealth Advisors's FAF Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of First American (FAF) in Q3 2019, closing a stake of 317 shares — an estimated $17K sold.

IBEX Wealth Advisors first reported a position in FAF in Q3 2016 and held it in 10 quarters. The position peaked at $1.01M in Q4 2017. 407 funds tracked by Wall St. Rank hold FAF as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining First American position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 317 First American shares in Q3 2019, an estimated $17K.
  • IBEX Wealth Advisors first reported a position in First American in Q3 2016 and held it in 10 quarters.
  • IBEX Wealth Advisors's First American position peaked at $1.01M in Q4 2017.
  • 407 funds tracked by Wall St. Rank held First American as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.