IBEX Wealth Advisors’s RH RH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-126	Closed	-$84K	–	375
2021 Q3	$84K	Buy	+126	New	+$86.7K	0.02%	235

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

IBEX Wealth Advisors's RH Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of RH (RH) in Q4 2021, closing a stake of 126 shares — an estimated $84K sold.

IBEX Wealth Advisors first reported a position in RH in Q3 2021 and held it in 1 quarter. The position peaked at $84K in Q3 2021. 481 funds tracked by Wall St. Rank hold RH as of Q4 2021.

IBEX Wealth Advisors reported no remaining RH position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 126 RH shares in Q4 2021, an estimated $84K.
IBEX Wealth Advisors first reported a position in RH in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's RH position peaked at $84K in Q3 2021.
481 funds tracked by Wall St. Rank held RH as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.