IBEX Wealth Advisors’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-162	Closed	-$18K	–	278
2019 Q2	$18K	Buy	+162	New	+$4.96K	0.01%	288

Other funds holding NDAQ

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

IBEX Wealth Advisors's NDAQ Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2024, closing a stake of 94,461 shares — an estimated $5.79M sold.

IBEX Wealth Advisors first reported a position in NDAQ in Q3 2016 and held it in 28 quarters. The position peaked at $6.75M in Q4 2021. 754 funds tracked by Wall St. Rank hold NDAQ as of Q2 2024.

IBEX Wealth Advisors reported no remaining Nasdaq position as of Q2 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 94,461 Nasdaq shares in Q2 2024, an estimated $5.79M.
IBEX Wealth Advisors first reported a position in Nasdaq in Q3 2016 and held it in 28 quarters.
IBEX Wealth Advisors's Nasdaq position peaked at $6.75M in Q4 2021.
754 funds tracked by Wall St. Rank held Nasdaq as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.