IWA
NBIS

IBEX Wealth Advisors’s Nebius Group N.V. NBIS Stock Holding History

IBEX Wealth Advisors’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,692
Closed -$500K – 112
2020
Q1 		$500K Buy
+14,692
New +$606K 0.19% 81
2019
Q3 		– Sell
-125
Closed -$4K – 409
2019
Q2 		$4K Buy
+125
New +$4.64K ﹤0.01% 375

Other funds holding NBIS

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IBEX Wealth Advisors's NBIS Position: Q2 2020 in Review

IBEX Wealth Advisors sold out of Nebius Group N.V. (NBIS) in Q2 2020, closing a stake of 14,692 shares — an estimated $500K sold.

IBEX Wealth Advisors first reported a position in NBIS in Q2 2019 and held it in 2 quarters. The position peaked at $500K in Q1 2020. 297 funds tracked by Wall St. Rank hold NBIS as of Q2 2020.

  • IBEX Wealth Advisors reported no remaining Nebius Group N.V. position as of Q2 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 14,692 Nebius Group N.V. shares in Q2 2020, an estimated $500K.
  • IBEX Wealth Advisors first reported a position in Nebius Group N.V. in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's Nebius Group N.V. position peaked at $500K in Q1 2020.
  • 297 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2020.

Based on IBEX Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.