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IBEX Wealth Advisors’s Omega Healthcare OHI Stock Holding History

IBEX Wealth Advisors’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-436
Closed -$13K – 351
2021
Q3 		$13K Buy
+436
New +$15K ﹤0.01% 345
2019
Q3 		– Sell
-436
Closed -$16K – 290
2019
Q2 		$16K Buy
+436
New +$15.9K ﹤0.01% 299

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's OHI Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Omega Healthcare (OHI) in Q4 2021, closing a stake of 436 shares — an estimated $13K sold.

IBEX Wealth Advisors first reported a position in OHI in Q2 2019 and held it in 2 quarters. The position peaked at $16K in Q2 2019. 496 funds tracked by Wall St. Rank hold OHI as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Omega Healthcare position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 436 Omega Healthcare shares in Q4 2021, an estimated $13K.
  • IBEX Wealth Advisors first reported a position in Omega Healthcare in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's Omega Healthcare position peaked at $16K in Q2 2019.
  • 496 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.