IBEX Wealth Advisors’s US Steel X Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,800	Closed	-$40K	–	429
2021 Q3	$40K	Buy	+1,800	New	+$45K	0.01%	284

Other funds holding X

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of US Steel (X) in Q4 2021, closing a stake of 1,800 shares — an estimated $40K sold.

IBEX Wealth Advisors first reported a position in X in Q3 2021 and held it in 1 quarter. The position peaked at $40K in Q3 2021. 428 funds tracked by Wall St. Rank hold X as of Q4 2021.

IBEX Wealth Advisors reported no remaining US Steel position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 1,800 US Steel shares in Q4 2021, an estimated $40K.
IBEX Wealth Advisors first reported a position in US Steel in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's US Steel position peaked at $40K in Q3 2021.
428 funds tracked by Wall St. Rank held US Steel as of Q4 2021.

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