IBEX Wealth Advisors’s LiveRamp RAMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-200	Closed	-$6.19K	–	233
2024 Q2	$6.19K	Buy	+200	New	+$6.43K	﹤0.01%	246
2021 Q4	–	Sell	-200	Closed	-$9K	–	373
2021 Q3	$9K	Buy	+200	New	+$9.02K	﹤0.01%	364
2019 Q3	–	Sell	-200	Closed	-$9K	–	325
2019 Q2	$9K	Buy	+200	New	+$10.8K	﹤0.01%	328
2017 Q1	–	Sell	-200	Closed	-$5K	–	312
2016 Q4	$5K	Buy	+200	New	+$5.19K	﹤0.01%	374

Other funds holding RAMP

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of LiveRamp (RAMP) in Q3 2024, closing a stake of 200 shares — an estimated $6.19K sold.

IBEX Wealth Advisors first reported a position in RAMP in Q4 2016 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 251 funds tracked by Wall St. Rank hold RAMP as of Q3 2024.

IBEX Wealth Advisors reported no remaining LiveRamp position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 200 LiveRamp shares in Q3 2024, an estimated $6.19K.
IBEX Wealth Advisors first reported a position in LiveRamp in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's LiveRamp position peaked at $9K in Q3 2021.
251 funds tracked by Wall St. Rank held LiveRamp as of Q3 2024.

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