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Summit Securities Group’s IBEX IBEX Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-251
Closed -$4K – 708
2024
Q2 		$4K Buy
+251
New +$3.71K ﹤0.01% 513

Other funds holding IBEX

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Summit Securities Group's IBEX Position: Q3 2024 in Review

Summit Securities Group sold out of IBEX (IBEX) in Q3 2024, closing a stake of 251 shares — an estimated $4K sold.

Summit Securities Group first reported a position in IBEX in Q2 2024 and held it in 1 quarter. The position peaked at $4K in Q2 2024. 95 funds tracked by Wall St. Rank hold IBEX as of Q3 2024.

  • Summit Securities Group reported no remaining IBEX position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 251 IBEX shares in Q3 2024, an estimated $4K.
  • Summit Securities Group first reported a position in IBEX in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's IBEX position peaked at $4K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held IBEX as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.