IWA
PPBI

IBEX Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

IBEX Wealth Advisors’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,528
Closed -$490K – 303
2024
Q1 		$490K Buy
+15,528
New +$389K 0.13% 91
2023
Q1 		– Sell
-15,528
Closed -$490K – 155
2022
Q4 		$490K Buy
+15,528
New +$534K 0.11% 129

Other funds holding PPBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Pacific Premier Bancorp (PPBI) in Q2 2024, closing a stake of 15,528 shares — an estimated $490K sold.

IBEX Wealth Advisors first reported a position in PPBI in Q4 2022 and held it in 2 quarters. The position peaked at $490K in Q1 2024. 255 funds tracked by Wall St. Rank hold PPBI as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Pacific Premier Bancorp position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 15,528 Pacific Premier Bancorp shares in Q2 2024, an estimated $490K.
  • IBEX Wealth Advisors first reported a position in Pacific Premier Bancorp in Q4 2022 and held it in 2 quarters.
  • IBEX Wealth Advisors's Pacific Premier Bancorp position peaked at $490K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q2 2024.

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