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IHT Wealth Management’s Ribbon Communications RBBN Stock Holding History

IHT Wealth Management’s Portfolio RBBN Stock Details RBBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-93,477
Closed -$261K – 1017
2023
Q2 		$261K Buy
+93,477
New +$259K 0.01% 773

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PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IHT Wealth Management's RBBN Position: Q3 2023 in Review

IHT Wealth Management sold out of Ribbon Communications (RBBN) in Q3 2023, closing a stake of 93,477 shares — an estimated $261K sold.

IHT Wealth Management first reported a position in RBBN in Q2 2023 and held it in 1 quarter. The position peaked at $261K in Q2 2023. 122 funds tracked by Wall St. Rank hold RBBN as of Q3 2023.

  • IHT Wealth Management reported no remaining Ribbon Communications position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 93,477 Ribbon Communications shares in Q3 2023, an estimated $261K.
  • IHT Wealth Management first reported a position in Ribbon Communications in Q2 2023 and held it in 1 quarter.
  • IHT Wealth Management's Ribbon Communications position peaked at $261K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Ribbon Communications as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.