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IBEX Wealth Advisors’s Flowserve FLS Stock Holding History

IBEX Wealth Advisors’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,803
Closed -$736K – 152
2024
Q4 		$736K Sell
12,803
-7,318
-36% -$420K 0.09% 131
2024
Q3 		$706K Buy
20,121
+8,608
+75% +$415K 0.19% 64
2024
Q2 		$554K Buy
+11,513
New +$551K 0.09% 91
2024
Q1 		– Sell
-12,000
Closed -$484K – 128
2023
Q4 		$484K Sell
12,000
-362
-3% -$13.9K 0.11% 85
2023
Q3 		$492K Buy
+12,362
New +$477K 0.13% 78

Other funds holding FLS

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 International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Flowserve (FLS) in Q1 2025, closing a stake of 12,803 shares — an estimated $736K sold.

IBEX Wealth Advisors first reported a position in FLS in Q3 2023 and held it in 5 quarters. The position peaked at $736K in Q4 2024. 484 funds tracked by Wall St. Rank hold FLS as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Flowserve position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 12,803 Flowserve shares in Q1 2025, an estimated $736K.
  • IBEX Wealth Advisors first reported a position in Flowserve in Q3 2023 and held it in 5 quarters.
  • IBEX Wealth Advisors's Flowserve position peaked at $736K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Flowserve as of Q1 2025.

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