Ownership history in IBEX WEALTH ADVISORS Β· 6 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in VERTIV HOLDINGS (VRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π IBEX WEALTH ADVISORS outperformed the S&P 500 by +49.1% annually on this VRT position. Timing score: 75% (3/4 decisions correct). Average cost basis: $118.26. Maximum drawdown during holding period: β36.4%.
π₯ Exceptional β beat the S&P 500 by 49.1% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $72.11 (2025 Q1) Β· Worst: $161.97 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π IBEX WEALTH ADVISORS has been actively increasing its VRT allocation β a bullish signal from insiders.
Currently 1.55% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size