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Baker Tilly Wealth Management’s Interactive Brokers IBKR Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-16,296
Closed -$455K – 339
2024
Q1 		$455K Sell
16,296
-18,720
-53% -$466K 0.08% 277
2023
Q4 		$726K Buy
35,016
+4,308
+14% +$88.2K 0.12% 189
2023
Q3 		$665K Sell
30,708
-7,104
-19% -$158K 0.11% 192
2023
Q2 		$785K Sell
37,812
-2,508
-6% -$49.5K 0.08% 246
2023
Q1 		$832K Sell
40,320
-2,912
-7% -$59.3K 0.09% 232
2022
Q4 		$782K Sell
43,232
-2,904
-6% -$54.2K 0.1% 232
2022
Q3 		$737K Sell
46,136
-3,744
-8% -$57.7K 0.1% 218
2022
Q2 		$686K Sell
49,880
-904
-2% -$13.4K 0.09% 238
2022
Q1 		$837K Sell
50,784
-18,144
-26% -$312K 0.09% 228
2021
Q4 		$1.37M Buy
68,928
+428
+0.6% +$7.96K 0.15% 144
2021
Q3 		$1.07M Buy
68,500
+6,084
+10% +$95.8K 0.14% 153
2021
Q2 		$1.03M Buy
62,416
+8,812
+16% +$152K 0.17% 139
2021
Q1 		$979K Buy
53,604
+10,096
+23% +$182K 0.2% 121
2020
Q4 		$663K Buy
+43,508
New +$576K 0.2% 114

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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Baker Tilly Wealth Management's IBKR Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Interactive Brokers (IBKR) in Q2 2024, closing a stake of 16,296 shares — an estimated $455K sold.

Baker Tilly Wealth Management first reported a position in IBKR in Q4 2020 and held it in 14 quarters. The position peaked at $1.37M in Q4 2021. 548 funds tracked by Wall St. Rank hold IBKR as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Interactive Brokers position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 16,296 Interactive Brokers shares in Q2 2024, an estimated $455K.
  • Baker Tilly Wealth Management first reported a position in Interactive Brokers in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Interactive Brokers position peaked at $1.37M in Q4 2021.
  • 548 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.