Avior Wealth Management’s Interactive Brokers IBKR Stock Holding History

Avior 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
2025 Q1	–	Sell	-712	Closed	-$31.5K	–	1476
2024 Q4	$31.5K	Buy	712 +116	+19%	+$4.88K	﹤0.01%	1295
2024 Q3	$20.8K	Buy	596 +196	+49%	+$6.07K	﹤0.01%	1369
2024 Q2	$12.3K	Sell	400 -1,984	-83%	-$59.2K	﹤0.01%	1456
2024 Q1	$66.6K	Buy	+2,384	New	+$59.4K	﹤0.01%	1123
2020 Q1	–	Sell	-2,880	Closed	-$33K	–	832
2019 Q4	$33K	Hold	2,880	–	–	0.01%	490
2019 Q3	$38K	Hold	2,880	–	–	0.01%	477
2019 Q2	$39K	Buy	+2,880	New	+$39K	0.01%	467

Other funds holding IBKR

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's IBKR Position: Q1 2025 in Review

Avior Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 712 shares — an estimated $31.5K sold.

Avior Wealth Management first reported a position in IBKR in Q2 2019 and held it in 7 quarters. The position peaked at $66.6K in Q1 2024. 747 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

Avior Wealth Management reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 712 Interactive Brokers shares in Q1 2025, an estimated $31.5K.
Avior Wealth Management first reported a position in Interactive Brokers in Q2 2019 and held it in 7 quarters.
Avior Wealth Management's Interactive Brokers position peaked at $66.6K in Q1 2024.
747 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.