BHWM
IBKR icon

Beaird Harris Wealth Management’s Interactive Brokers IBKR Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-148
Closed -$2.68K – 593
2022
Q4 		$2.68K Buy
+148
New +$2.76K ﹤0.01% 529

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Beaird Harris Wealth Management's IBKR Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Interactive Brokers (IBKR) in Q1 2023, closing a stake of 148 shares — an estimated $2.68K sold.

Beaird Harris Wealth Management first reported a position in IBKR in Q4 2022 and held it in 1 quarter. The position peaked at $2.68K in Q4 2022. 431 funds tracked by Wall St. Rank hold IBKR as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Interactive Brokers position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 148 Interactive Brokers shares in Q1 2023, an estimated $2.68K.
  • Beaird Harris Wealth Management first reported a position in Interactive Brokers in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Interactive Brokers position peaked at $2.68K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.