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IBEX Wealth Advisors’s Greif GEF Stock Holding History

IBEX Wealth Advisors’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,612
Closed -$578K – 297
2024
Q1 		$578K Buy
+8,612
New +$549K 0.16% 80
2023
Q1 		– Sell
-8,612
Closed -$578K – 122
2022
Q4 		$578K Buy
+8,612
New +$580K 0.13% 115

Other funds holding GEF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

IBEX Wealth Advisors's GEF Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Greif (GEF) in Q2 2024, closing a stake of 8,612 shares — an estimated $578K sold.

IBEX Wealth Advisors first reported a position in GEF in Q4 2022 and held it in 2 quarters. The position peaked at $578K in Q1 2024. 244 funds tracked by Wall St. Rank hold GEF as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Greif position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 8,612 Greif shares in Q2 2024, an estimated $578K.
  • IBEX Wealth Advisors first reported a position in Greif in Q4 2022 and held it in 2 quarters.
  • IBEX Wealth Advisors's Greif position peaked at $578K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Greif as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.