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IBEX Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

IBEX Wealth Advisors’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-746
Closed -$213K – 235
2024
Q2 		$213K Buy
+746
New +$225K 0.03% 128

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Reliance Steel & Aluminium (RS) in Q3 2024, closing a stake of 746 shares — an estimated $213K sold.

IBEX Wealth Advisors first reported a position in RS in Q2 2024 and held it in 1 quarter. The position peaked at $213K in Q2 2024. 588 funds tracked by Wall St. Rank hold RS as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Reliance Steel & Aluminium position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 746 Reliance Steel & Aluminium shares in Q3 2024, an estimated $213K.
  • IBEX Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Reliance Steel & Aluminium position peaked at $213K in Q2 2024.
  • 588 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2024.

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