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IBEX Wealth Advisors’s The GEO Group GEO Stock Holding History

IBEX Wealth Advisors’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-53,285
Closed -$1.05M – 102
2018
Q4 		$1.05M Buy
53,285
+30,577
+135% +$694K 0.48% 55
2018
Q3 		$556K Buy
+22,708
New +$580K 0.2% 84

Other funds holding GEO

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IBEX Wealth Advisors's GEO Position: Q1 2019 in Review

IBEX Wealth Advisors sold out of The GEO Group (GEO) in Q1 2019, closing a stake of 53,285 shares — an estimated $1.05M sold.

IBEX Wealth Advisors first reported a position in GEO in Q3 2018 and held it in 2 quarters. The position peaked at $1.05M in Q4 2018. 243 funds tracked by Wall St. Rank hold GEO as of Q1 2019.

  • IBEX Wealth Advisors reported no remaining The GEO Group position as of Q1 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 53,285 The GEO Group shares in Q1 2019, an estimated $1.05M.
  • IBEX Wealth Advisors first reported a position in The GEO Group in Q3 2018 and held it in 2 quarters.
  • IBEX Wealth Advisors's The GEO Group position peaked at $1.05M in Q4 2018.
  • 243 funds tracked by Wall St. Rank held The GEO Group as of Q1 2019.

Based on IBEX Wealth Advisors's 13F filing for Q1 2019, filed 1 May 2019.