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IBEX Wealth Advisors’s Nucor NUE Stock Holding History

IBEX Wealth Advisors’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-410
Closed -$64.8K – 209
2024
Q2 		$64.8K Buy
+410
New +$71.2K 0.01% 156
2021
Q4 		– Sell
-102
Closed -$10K – 344
2021
Q3 		$10K Buy
+102
New +$10.8K ﹤0.01% 357

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Nucor (NUE) in Q3 2024, closing a stake of 410 shares — an estimated $64.8K sold.

IBEX Wealth Advisors first reported a position in NUE in Q3 2021 and held it in 2 quarters. The position peaked at $64.8K in Q2 2024. 1,196 funds tracked by Wall St. Rank hold NUE as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Nucor position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 410 Nucor shares in Q3 2024, an estimated $64.8K.
  • IBEX Wealth Advisors first reported a position in Nucor in Q3 2021 and held it in 2 quarters.
  • IBEX Wealth Advisors's Nucor position peaked at $64.8K in Q2 2024.
  • 1,196 funds tracked by Wall St. Rank held Nucor as of Q3 2024.

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