IBEX Wealth Advisors’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1	Closed	-$410	–	232
2024 Q2	$410	Buy	+1	New	+$416	﹤0.01%	280

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Ferrari (RACE) in Q3 2024, closing a stake of 1 share — an estimated $410 sold.

IBEX Wealth Advisors first reported a position in RACE in Q2 2024 and held it in 1 quarter. The position peaked at $410 in Q2 2024. 702 funds tracked by Wall St. Rank hold RACE as of Q3 2024.

IBEX Wealth Advisors reported no remaining Ferrari position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 1 Ferrari share in Q3 2024, an estimated $410.
IBEX Wealth Advisors first reported a position in Ferrari in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's Ferrari position peaked at $410 in Q2 2024.
702 funds tracked by Wall St. Rank held Ferrari as of Q3 2024.

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