IWA
LBAI

IBEX Wealth Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

IBEX Wealth Advisors’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$199 – 152
2023
Q4 		$199 Sell
13
-13,305
-100% -$170K 0.04% 108
2023
Q3 		$168K Buy
+13,318
New +$184K 0.04% 110
2021
Q4 		– Sell
-726
Closed -$13K – 441
2021
Q3 		$13K Buy
+726
New +$12.1K ﹤0.01% 348
2019
Q3 		– Sell
-726
Closed -$11K – 414
2019
Q2 		$11K Buy
+726
New +$11.5K ﹤0.01% 321
2017
Q1 		– Sell
-726
Closed -$13K – 413
2016
Q4 		$13K Buy
+726
New +$11.8K 0.01% 266

Other funds holding LBAI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IBEX Wealth Advisors's LBAI Position: Q1 2024 in Review

IBEX Wealth Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q1 2024, closing a stake of 13 shares — an estimated $199 sold.

IBEX Wealth Advisors first reported a position in LBAI in Q4 2016 and held it in 5 quarters. The position peaked at $168K in Q3 2023. 175 funds tracked by Wall St. Rank hold LBAI as of Q1 2024.

  • IBEX Wealth Advisors reported no remaining Lakeland Bancorp Inc position as of Q1 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 13 Lakeland Bancorp Inc shares in Q1 2024, an estimated $199.
  • IBEX Wealth Advisors first reported a position in Lakeland Bancorp Inc in Q4 2016 and held it in 5 quarters.
  • IBEX Wealth Advisors's Lakeland Bancorp Inc position peaked at $168K in Q3 2023.
  • 175 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2024.

Based on IBEX Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.