Amalgamated Financial’s Interactive Brokers IBKR Stock Holding History

Amalgamated Financial’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
2022 Q1	$3.49M	Buy	+211,964	New	+$3.65M	0.03%	662

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Amalgamated Financial's IBKR Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Interactive Brokers (IBKR) in Q1 2022: 211,964 shares worth $3.49M. The stake represents 0.03% of the portfolio and ranks #662 among its holdings.

347 funds tracked by Wall St. Rank hold IBKR as of Q1 2022.

Amalgamated Financial held 211,964 shares of Interactive Brokers worth $3.49M as of Q1 2022.
Interactive Brokers was a new Amalgamated Financial position in Q1 2022.
Interactive Brokers made up 0.03% of Amalgamated Financial's portfolio in Q1 2022, its #662 holding.
347 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.