IBEX Wealth Advisors’s Jabil JBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-188	Closed	-$11K	–	314
2021 Q3	$11K	Buy	+188	New	+$11.2K	﹤0.01%	354

Other funds holding JBL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

IBEX Wealth Advisors's JBL Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Jabil (JBL) in Q4 2021, closing a stake of 188 shares — an estimated $11K sold.

IBEX Wealth Advisors first reported a position in JBL in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 417 funds tracked by Wall St. Rank hold JBL as of Q4 2021.

IBEX Wealth Advisors reported no remaining Jabil position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 188 Jabil shares in Q4 2021, an estimated $11K.
IBEX Wealth Advisors first reported a position in Jabil in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Jabil position peaked at $11K in Q3 2021.
417 funds tracked by Wall St. Rank held Jabil as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.