IBEX Wealth Advisors’s Plug Power PLUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,000	Closed	-$166K	–	161
2022 Q2	$166K	Buy	+10,000	New	+$198K	0.04%	148

Other funds holding PLUG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

IBEX Wealth Advisors's PLUG Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of Plug Power (PLUG) in Q3 2022, closing a stake of 10,000 shares — an estimated $166K sold.

IBEX Wealth Advisors first reported a position in PLUG in Q2 2022 and held it in 1 quarter. The position peaked at $166K in Q2 2022. 570 funds tracked by Wall St. Rank hold PLUG as of Q3 2022.

IBEX Wealth Advisors reported no remaining Plug Power position as of Q3 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 10,000 Plug Power shares in Q3 2022, an estimated $166K.
IBEX Wealth Advisors first reported a position in Plug Power in Q2 2022 and held it in 1 quarter.
IBEX Wealth Advisors's Plug Power position peaked at $166K in Q2 2022.
570 funds tracked by Wall St. Rank held Plug Power as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.