Taylor Wealth Management Partners’s IBEX IBEX Stock Holding History

Taylor Wealth Management Partners’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
2022 Q1	–	Sell	-55,922	Closed	-$721K	–	67
2021 Q4	$721K	Sell	55,922 -69,292	-55%	-$1.1M	0.25%	46
2021 Q3	$2.13M	Sell	125,214 -9,310	-7%	-$180K	0.76%	42
2021 Q2	$2.63M	Sell	134,524 -2,125	-2%	-$46K	0.93%	37
2021 Q1	$3.01M	Buy	136,649 +999	+0.7%	+$20.4K	1.1%	35
2020 Q4	$2.54M	Buy	135,650 +3,825	+3%	+$68.1K	0.98%	38
2020 Q3	$2.03M	Buy	+131,825	New	+$1.79M	0.93%	38

Other funds holding IBEX

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Taylor Wealth Management Partners's IBEX Position: Q1 2022 in Review

Taylor Wealth Management Partners sold out of IBEX (IBEX) in Q1 2022, closing a stake of 55,922 shares — an estimated $721K sold.

Taylor Wealth Management Partners first reported a position in IBEX in Q3 2020 and held it in 6 quarters. The position peaked at $3.01M in Q1 2021. 43 funds tracked by Wall St. Rank hold IBEX as of Q1 2022.

Taylor Wealth Management Partners reported no remaining IBEX position as of Q1 2022 after selling out during the quarter.
Taylor Wealth Management Partners sold 55,922 IBEX shares in Q1 2022, an estimated $721K.
Taylor Wealth Management Partners first reported a position in IBEX in Q3 2020 and held it in 6 quarters.
Taylor Wealth Management Partners's IBEX position peaked at $3.01M in Q1 2021.
43 funds tracked by Wall St. Rank held IBEX as of Q1 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2022, filed 11 May 2022.