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Baldwin Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Baldwin Wealth 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
Q4 		– Sell
-2,488
Closed -$86.7K – 597
2024
Q3 		$86.7K Buy
+2,488
New +$77K 0.01% 434

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Kayne Anderson Rudnick Investment Management
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CCM
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State Street
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GWM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baldwin Wealth Partners's IBKR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Interactive Brokers (IBKR) in Q4 2024, closing a stake of 2,488 shares — an estimated $86.7K sold.

Baldwin Wealth Partners first reported a position in IBKR in Q3 2024 and held it in 1 quarter. The position peaked at $86.7K in Q3 2024. 710 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Interactive Brokers position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,488 Interactive Brokers shares in Q4 2024, an estimated $86.7K.
  • Baldwin Wealth Partners first reported a position in Interactive Brokers in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Interactive Brokers position peaked at $86.7K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.