Artisan Partners
IBKR icon

Artisan Partners’s Interactive Brokers IBKR Stock Holding History

Artisan Partners’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
2024
Q1 		– Sell
-166,392
Closed -$3.45M – 350
2023
Q4 		$3.45M Sell
166,392
-35,448
-18% -$725K 0.01% 315
2023
Q3 		$4.37M Buy
201,840
+12,564
+7% +$280K 0.01% 295
2023
Q2 		$3.93M Buy
+189,276
New +$3.73M 0.01% 292

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Artisan Partners's IBKR Position: Q1 2024 in Review

Artisan Partners sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 166,392 shares — an estimated $3.45M sold.

Artisan Partners first reported a position in IBKR in Q2 2023 and held it in 3 quarters. The position peaked at $4.37M in Q3 2023. 495 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

  • Artisan Partners reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
  • Artisan Partners sold 166,392 Interactive Brokers shares in Q1 2024, an estimated $3.45M.
  • Artisan Partners first reported a position in Interactive Brokers in Q2 2023 and held it in 3 quarters.
  • Artisan Partners's Interactive Brokers position peaked at $4.37M in Q3 2023.
  • 495 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Artisan Partners's 13F filing for Q1 2024, filed 13 May 2024.