IBEX Wealth Advisors’s Globus Medical GMED Stock Holding History

IBEX Wealth Advisors’s Portfolio GMED Stock Details GMED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17	Closed	-$1.16K	–	147
2024 Q2	$1.16K	Buy	+17	New	+$1.02K	﹤0.01%	275

Other funds holding GMED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

IBEX Wealth Advisors's GMED Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Globus Medical (GMED) in Q3 2024, closing a stake of 17 shares — an estimated $1.16K sold.

IBEX Wealth Advisors first reported a position in GMED in Q2 2024 and held it in 1 quarter. The position peaked at $1.16K in Q2 2024. 449 funds tracked by Wall St. Rank hold GMED as of Q3 2024.

IBEX Wealth Advisors reported no remaining Globus Medical position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 17 Globus Medical shares in Q3 2024, an estimated $1.16K.
IBEX Wealth Advisors first reported a position in Globus Medical in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's Globus Medical position peaked at $1.16K in Q2 2024.
449 funds tracked by Wall St. Rank held Globus Medical as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.