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Tyler-Stone Wealth Management’s IBEX IBEX Stock Holding History

Tyler-Stone Wealth Management’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
Q2 		– Sell
-600
Closed -$9.26K – 1000
2024
Q1 		$9.26K Hold
600
– – ﹤0.01% 663
2023
Q4 		$11.4K Hold
600
– – 0.01% 611
2023
Q3 		$9K Hold
600
– – 0.01% 633
2023
Q2 		$13K Buy
+600
New +$12.8K 0.01% 550
2022
Q4 		$15K Hold
600
– – 0.01% 488
2022
Q3 		$11K Hold
600
– – 0.01% 520
2022
Q2 		$10K Hold
600
– – 0.01% 552
2022
Q1 		$10K Hold
600
– – 0.01% 575
2021
Q4 		$8K Buy
+600
New +$9.52K ﹤0.01% 646

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

Tyler-Stone Wealth Management's IBEX Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of IBEX (IBEX) in Q2 2024, closing a stake of 600 shares — an estimated $9.26K sold.

Tyler-Stone Wealth Management first reported a position in IBEX in Q4 2021 and held it in 9 quarters. The position peaked at $15K in Q4 2022. 72 funds tracked by Wall St. Rank hold IBEX as of Q2 2024.

  • Tyler-Stone Wealth Management reported no remaining IBEX position as of Q2 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 600 IBEX shares in Q2 2024, an estimated $9.26K.
  • Tyler-Stone Wealth Management first reported a position in IBEX in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's IBEX position peaked at $15K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held IBEX as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.