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IBEX Wealth Advisors’s GlobalFoundries GFS Stock Holding History

IBEX Wealth Advisors’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-47,113
Closed -$2.54M – 298
2024
Q1 		$2.54M Buy
+47,113
New +$2.58M 0.69% 50
2023
Q1 		$3.53M Buy
48,918
+1,805
+4% +$114K 0.92% 42
2022
Q4 		$2.54M Buy
47,113
+205
+0.4% +$12K 0.57% 56
2022
Q3 		$2.27M Sell
46,908
-912
-2% -$49.1K 0.59% 60
2022
Q2 		$1.93M Buy
+47,820
New +$2.53M 0.44% 79

Other funds holding GFS

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of GlobalFoundries (GFS) in Q2 2024, closing a stake of 47,113 shares — an estimated $2.54M sold.

IBEX Wealth Advisors first reported a position in GFS in Q2 2022 and held it in 5 quarters. The position peaked at $3.53M in Q1 2023. 266 funds tracked by Wall St. Rank hold GFS as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining GlobalFoundries position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 47,113 GlobalFoundries shares in Q2 2024, an estimated $2.54M.
  • IBEX Wealth Advisors first reported a position in GlobalFoundries in Q2 2022 and held it in 5 quarters.
  • IBEX Wealth Advisors's GlobalFoundries position peaked at $3.53M in Q1 2023.
  • 266 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2024.

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