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Strategic Global Advisors’s IBEX IBEX Stock Holding History

Strategic Global Advisors’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-56,214
Closed -$1.07M – 150
2023
Q4 		$1.07M Sell
56,214
-4,936
-8% -$85.8K 0.24% 108
2023
Q3 		$945K Sell
61,150
-11,663
-16% -$218K 0.16% 112
2023
Q2 		$1.55M Buy
72,813
+1,023
+1% +$21.9K 0.24% 105
2023
Q1 		$1.75M Buy
+71,790
New +$1.92M 0.28% 93

Other funds holding IBEX

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Global Advisors's IBEX Position: Q1 2024 in Review

Strategic Global Advisors sold out of IBEX (IBEX) in Q1 2024, closing a stake of 56,214 shares — an estimated $1.07M sold.

Strategic Global Advisors first reported a position in IBEX in Q1 2023 and held it in 4 quarters. The position peaked at $1.75M in Q1 2023. 74 funds tracked by Wall St. Rank hold IBEX as of Q1 2024.

  • Strategic Global Advisors reported no remaining IBEX position as of Q1 2024 after selling out during the quarter.
  • Strategic Global Advisors sold 56,214 IBEX shares in Q1 2024, an estimated $1.07M.
  • Strategic Global Advisors first reported a position in IBEX in Q1 2023 and held it in 4 quarters.
  • Strategic Global Advisors's IBEX position peaked at $1.75M in Q1 2023.
  • 74 funds tracked by Wall St. Rank held IBEX as of Q1 2024.

Based on Strategic Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.