IWA
REGI

IBEX Wealth Advisors’s Renewable Energy Group, Inc. REGI Stock Holding History

IBEX Wealth Advisors’s Portfolio REGI Stock Details REGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,935
Closed -$691K – 112
2020
Q3 		$691K Hold
12,935
– – 0.2% 85
2020
Q2 		$320K Sell
12,935
-382
-3% -$9.67K 0.1% 92
2020
Q1 		$273K Buy
+13,317
New +$337K 0.11% 88

Other funds holding REGI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's REGI Position: Q4 2020 in Review

IBEX Wealth Advisors sold out of Renewable Energy Group, Inc. (REGI) in Q4 2020, closing a stake of 12,935 shares — an estimated $691K sold.

IBEX Wealth Advisors first reported a position in REGI in Q1 2020 and held it in 3 quarters. The position peaked at $691K in Q3 2020. 288 funds tracked by Wall St. Rank hold REGI as of Q4 2020.

  • IBEX Wealth Advisors reported no remaining Renewable Energy Group, Inc. position as of Q4 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 12,935 Renewable Energy Group, Inc. shares in Q4 2020, an estimated $691K.
  • IBEX Wealth Advisors first reported a position in Renewable Energy Group, Inc. in Q1 2020 and held it in 3 quarters.
  • IBEX Wealth Advisors's Renewable Energy Group, Inc. position peaked at $691K in Q3 2020.
  • 288 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q4 2020.

Based on IBEX Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.