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Axiom Advisory’s Interactive Brokers IBKR Stock Holding History

Axiom Advisory’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 		$233K Buy
7,424
+24
+0.3% +$743 ﹤0.01% 273
2024
Q2 		$221K Buy
+7,400
New +$221K ﹤0.01% 273

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axiom Advisory's IBKR Position: Q3 2024 in Review

Axiom Advisory increased its Interactive Brokers (IBKR) stake by 0.32% in Q3 2024, buying an estimated $743 and bringing the position to 7,424 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Axiom Advisory first reported a position in IBKR in Q2 2024 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2024.

  • Axiom Advisory held 7,424 shares of Interactive Brokers worth $233K as of Q3 2024.
  • Axiom Advisory bought 24 Interactive Brokers shares in Q3 2024, an estimated $743.
  • Interactive Brokers made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #273 holding.
  • Axiom Advisory first reported a position in Interactive Brokers in Q2 2024 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.