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Beacon Pointe Advisors’s Interactive Brokers IBKR Stock Holding History

Beacon Pointe Advisors’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
2020
Q3 		– Sell
-91,588
Closed -$956K – 412
2020
Q2 		$956K Buy
+91,588
New +$957K 0.1% 169

Other funds holding IBKR

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Kayne Anderson Rudnick Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return

Beacon Pointe Advisors's IBKR Position: Q3 2020 in Review

Beacon Pointe Advisors sold out of Interactive Brokers (IBKR) in Q3 2020, closing a stake of 91,588 shares — an estimated $956K sold.

Beacon Pointe Advisors first reported a position in IBKR in Q2 2020 and held it in 1 quarter. The position peaked at $956K in Q2 2020. 266 funds tracked by Wall St. Rank hold IBKR as of Q3 2020.

  • Beacon Pointe Advisors reported no remaining Interactive Brokers position as of Q3 2020 after selling out during the quarter.
  • Beacon Pointe Advisors sold 91,588 Interactive Brokers shares in Q3 2020, an estimated $956K.
  • Beacon Pointe Advisors first reported a position in Interactive Brokers in Q2 2020 and held it in 1 quarter.
  • Beacon Pointe Advisors's Interactive Brokers position peaked at $956K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2020.

Based on Beacon Pointe Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.