IWA
SPTN

IBEX Wealth Advisors’s SpartanNash SPTN Stock Holding History

IBEX Wealth Advisors’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,096
Closed -$426K – 309
2024
Q1 		$426K Buy
+14,096
New +$304K 0.12% 97
2023
Q1 		– Sell
-14,096
Closed -$426K – 166
2022
Q4 		$426K Buy
+14,096
New +$459K 0.1% 139

Other funds holding SPTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's SPTN Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of SpartanNash (SPTN) in Q2 2024, closing a stake of 14,096 shares — an estimated $426K sold.

IBEX Wealth Advisors first reported a position in SPTN in Q4 2022 and held it in 2 quarters. The position peaked at $426K in Q1 2024. 210 funds tracked by Wall St. Rank hold SPTN as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining SpartanNash position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 14,096 SpartanNash shares in Q2 2024, an estimated $426K.
  • IBEX Wealth Advisors first reported a position in SpartanNash in Q4 2022 and held it in 2 quarters.
  • IBEX Wealth Advisors's SpartanNash position peaked at $426K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held SpartanNash as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.