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IBEX Wealth Advisors’s Nordson NDSN Stock Holding History

IBEX Wealth Advisors’s Portfolio NDSN Stock Details NDSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28
Closed -$6.6K – 204
2024
Q2 		$6.6K Buy
+28
New +$7.06K ﹤0.01% 244
2017
Q1 		– Sell
-385
Closed -$43K – 261
2016
Q4 		$43K Buy
+385
New +$40.3K 0.02% 178

Other funds holding NDSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

IBEX Wealth Advisors's NDSN Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Nordson (NDSN) in Q3 2024, closing a stake of 28 shares — an estimated $6.6K sold.

IBEX Wealth Advisors first reported a position in NDSN in Q4 2016 and held it in 2 quarters. The position peaked at $43K in Q4 2016. 605 funds tracked by Wall St. Rank hold NDSN as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Nordson position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 28 Nordson shares in Q3 2024, an estimated $6.6K.
  • IBEX Wealth Advisors first reported a position in Nordson in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Nordson position peaked at $43K in Q4 2016.
  • 605 funds tracked by Wall St. Rank held Nordson as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.