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Avantax Planning Partners’s Interactive Brokers IBKR Stock Holding History

Avantax Planning 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
Q3 		– Sell
-7,164
Closed -$220K – 460
2024
Q2 		$220K Sell
7,164
-60
-0.8% -$1.79K 0.01% 425
2024
Q1 		$202K Buy
+7,224
New +$180K 0.01% 447
2018
Q2 		– Sell
-788
Closed -$13K – 789
2018
Q1 		$13K Buy
+788
New +$13K ﹤0.01% 938

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's IBKR Position: Q3 2024 in Review

Avantax Planning Partners sold out of Interactive Brokers (IBKR) in Q3 2024, closing a stake of 7,164 shares — an estimated $220K sold.

Avantax Planning Partners first reported a position in IBKR in Q1 2018 and held it in 3 quarters. The position peaked at $220K in Q2 2024. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2024.

  • Avantax Planning Partners reported no remaining Interactive Brokers position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 7,164 Interactive Brokers shares in Q3 2024, an estimated $220K.
  • Avantax Planning Partners first reported a position in Interactive Brokers in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Interactive Brokers position peaked at $220K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.