AWM
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Accurate Wealth Management’s Interactive Brokers IBKR Stock Holding History

Accurate Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-120
Closed -$2.28K – 787
2022
Q4 		$2.28K Buy
+120
New +$2.24K ﹤0.01% 1182

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Accurate Wealth Management's IBKR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2023, closing a stake of 120 shares — an estimated $2.28K sold.

Accurate Wealth Management first reported a position in IBKR in Q4 2022 and held it in 1 quarter. The position peaked at $2.28K in Q4 2022. 431 funds tracked by Wall St. Rank hold IBKR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Interactive Brokers position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 120 Interactive Brokers shares in Q1 2023, an estimated $2.28K.
  • Accurate Wealth Management first reported a position in Interactive Brokers in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Interactive Brokers position peaked at $2.28K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.