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IBEX Wealth Advisors’s First Industrial Realty Trust FR Stock Holding History

IBEX Wealth Advisors’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,744
Closed -$143K – 273
2021
Q3 		$143K Buy
+2,744
New +$149K 0.03% 205

Other funds holding FR

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IBEX Wealth Advisors's FR Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of First Industrial Realty Trust (FR) in Q4 2021, closing a stake of 2,744 shares — an estimated $143K sold.

IBEX Wealth Advisors first reported a position in FR in Q3 2021 and held it in 1 quarter. The position peaked at $143K in Q3 2021. 360 funds tracked by Wall St. Rank hold FR as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining First Industrial Realty Trust position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,744 First Industrial Realty Trust shares in Q4 2021, an estimated $143K.
  • IBEX Wealth Advisors first reported a position in First Industrial Realty Trust in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's First Industrial Realty Trust position peaked at $143K in Q3 2021.
  • 360 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.