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IBEX Wealth Advisors’s Skyworks Solutions SWKS Stock Holding History

IBEX Wealth Advisors’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-265
Closed -$28.2K – 250
2024
Q2 		$28.2K Buy
+265
New +$26.1K ﹤0.01% 179
2021
Q4 		– Sell
-90
Closed -$15K – 396
2021
Q3 		$15K Buy
+90
New +$16.5K ﹤0.01% 340
2019
Q3 		– Sell
-90
Closed -$6K – 356
2019
Q2 		$6K Buy
+90
New +$7.14K ﹤0.01% 348
2017
Q1 		– Sell
-155
Closed -$14K – 346
2016
Q4 		$14K Buy
+155
New +$11.9K 0.01% 260

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Skyworks Solutions (SWKS) in Q3 2024, closing a stake of 265 shares — an estimated $28.2K sold.

IBEX Wealth Advisors first reported a position in SWKS in Q4 2016 and held it in 4 quarters. The position peaked at $28.2K in Q2 2024. 878 funds tracked by Wall St. Rank hold SWKS as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Skyworks Solutions position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 265 Skyworks Solutions shares in Q3 2024, an estimated $28.2K.
  • IBEX Wealth Advisors first reported a position in Skyworks Solutions in Q4 2016 and held it in 4 quarters.
  • IBEX Wealth Advisors's Skyworks Solutions position peaked at $28.2K in Q2 2024.
  • 878 funds tracked by Wall St. Rank held Skyworks Solutions as of Q3 2024.

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