IBEX Wealth Advisors’s Dorian LPG LPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17,000	Closed	-$741K	–	136
2023 Q4	$741K	Sell	17,000 -749	-4%	-$27.8K	0.16%	68
2023 Q3	$510K	Buy	+17,749	New	+$477K	0.13%	77

Other funds holding LPG

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Dorian LPG (LPG) in Q1 2024, closing a stake of 17,000 shares — an estimated $741K sold.

IBEX Wealth Advisors first reported a position in LPG in Q3 2023 and held it in 2 quarters. The position peaked at $741K in Q4 2023. 241 funds tracked by Wall St. Rank hold LPG as of Q1 2024.

IBEX Wealth Advisors reported no remaining Dorian LPG position as of Q1 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 17,000 Dorian LPG shares in Q1 2024, an estimated $741K.
IBEX Wealth Advisors first reported a position in Dorian LPG in Q3 2023 and held it in 2 quarters.
IBEX Wealth Advisors's Dorian LPG position peaked at $741K in Q4 2023.
241 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2024.

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