IBEX Wealth Advisors’s Hovnanian Enterprises HOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-40	Closed	-$5.68K	–	157
2024 Q2	$5.68K	Buy	+40	New	+$6.01K	﹤0.01%	251
2021 Q4	–	Sell	-40	Closed	-$4K	–	290
2021 Q3	$4K	Buy	+40	New	+$3.99K	﹤0.01%	409
2019 Q3	–	Sell	-40	Closed	–	–	197
2019 Q2	$0	Buy	+40	New	+$485	﹤0.01%	427
2017 Q1	–	Sell	-40	Closed	-$2K	–	197
2016 Q4	$2K	Buy	+40	New	+$2K	﹤0.01%	437

Other funds holding HOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Hovnanian Enterprises (HOV) in Q3 2024, closing a stake of 40 shares — an estimated $5.68K sold.

IBEX Wealth Advisors first reported a position in HOV in Q4 2016 and held it in 4 quarters. The position peaked at $5.68K in Q2 2024. 165 funds tracked by Wall St. Rank hold HOV as of Q3 2024.

IBEX Wealth Advisors reported no remaining Hovnanian Enterprises position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 40 Hovnanian Enterprises shares in Q3 2024, an estimated $5.68K.
IBEX Wealth Advisors first reported a position in Hovnanian Enterprises in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's Hovnanian Enterprises position peaked at $5.68K in Q2 2024.
165 funds tracked by Wall St. Rank held Hovnanian Enterprises as of Q3 2024.

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