American Portfolios Advisors’s Interactive Brokers IBKR Stock Holding History

American Portfolios Advisors’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	–	Sell	-9,168	Closed	-$182K	–	3618
2021 Q4	$182K	Buy	+9,168	New	+$171K	0.01%	1207
2020 Q4	–	Sell	-156	Closed	-$1.89K	–	3035
2020 Q3	$1.89K	Buy	156 +20	+15%	+$249	﹤0.01%	2638
2020 Q2	$1.42K	Hold	136	–	–	﹤0.01%	2623
2020 Q1	$1.47K	Buy	+136	New	+$1.64K	﹤0.01%	2480

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 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 $2.75B AUM 36.11% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCM

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

American Portfolios Advisors's IBKR Position: Q1 2022 in Review

American Portfolios Advisors sold out of Interactive Brokers (IBKR) in Q1 2022, closing a stake of 9,168 shares — an estimated $182K sold.

American Portfolios Advisors first reported a position in IBKR in Q1 2020 and held it in 4 quarters. The position peaked at $182K in Q4 2021. 347 funds tracked by Wall St. Rank hold IBKR as of Q1 2022.

American Portfolios Advisors reported no remaining Interactive Brokers position as of Q1 2022 after selling out during the quarter.
American Portfolios Advisors sold 9,168 Interactive Brokers shares in Q1 2022, an estimated $182K.
American Portfolios Advisors first reported a position in Interactive Brokers in Q1 2020 and held it in 4 quarters.
American Portfolios Advisors's Interactive Brokers position peaked at $182K in Q4 2021.
347 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.