IWA
HEES

IBEX Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

IBEX Wealth Advisors’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,409
Closed -$239K – 186
2021
Q4 		$239K Buy
+5,409
New +$236K 0.04% 163

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IBEX Wealth Advisors's HEES Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of H&E Equipment Services (HEES) in Q1 2022, closing a stake of 5,409 shares — an estimated $239K sold.

IBEX Wealth Advisors first reported a position in HEES in Q4 2021 and held it in 1 quarter. The position peaked at $239K in Q4 2021. 165 funds tracked by Wall St. Rank hold HEES as of Q1 2022.

  • IBEX Wealth Advisors reported no remaining H&E Equipment Services position as of Q1 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 5,409 H&E Equipment Services shares in Q1 2022, an estimated $239K.
  • IBEX Wealth Advisors first reported a position in H&E Equipment Services in Q4 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's H&E Equipment Services position peaked at $239K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.