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Benjamin F. Edwards & Company’s Interactive Brokers IBKR Stock Holding History

Benjamin F. Edwards & Company’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 		$38K Sell
1,236
-188
-13% -$5.61K ﹤0.01% 1398
2024
Q1 		$40K Sell
1,424
-188
-12% -$4.68K ﹤0.01% 1364
2023
Q4 		$33K Buy
1,612
+376
+30% +$7.7K ﹤0.01% 1362
2023
Q3 		$27K Sell
1,236
-172
-12% -$3.83K ﹤0.01% 1190
2023
Q2 		$29K Hold
1,408
– – ﹤0.01% 1194
2023
Q1 		$29K Hold
1,408
– – ﹤0.01% 1205
2022
Q4 		$25K Hold
1,408
– – ﹤0.01% 1234
2022
Q3 		$22K Hold
1,408
– – ﹤0.01% 1232
2022
Q2 		$19K Hold
1,408
– – ﹤0.01% 1253
2022
Q1 		$23K Buy
+1,408
New +$24.2K ﹤0.01% 1202
2021
Q4 		– Sell
-2,676
Closed -$42K – 1732
2021
Q3 		$42K Buy
+2,676
New +$42.1K ﹤0.01% 1071
2021
Q2 		– Sell
-3,132
Closed -$57K – 1719
2021
Q1 		$57K Buy
+3,132
New +$56.4K ﹤0.01% 966
2020
Q4 		– Sell
-3,792
Closed -$46K – 1665
2020
Q3 		$46K Buy
+3,792
New +$47.3K ﹤0.01% 917
2020
Q1 		– Sell
-1,220
Closed -$14K – 1788
2019
Q4 		$14K Buy
+1,220
New +$14.3K ﹤0.01% 1328

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

Benjamin F. Edwards & Company's IBKR Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Interactive Brokers (IBKR) stake by 13% in Q2 2024, selling an estimated $5.61K and leaving 1,236 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Benjamin F. Edwards & Company first reported a position in IBKR in Q4 2019 and has held it in 14 quarters since. The position peaked at $57K in Q1 2021. 548 funds tracked by Wall St. Rank hold IBKR as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,236 shares of Interactive Brokers worth $38K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 188 Interactive Brokers shares in Q2 2024, an estimated $5.61K.
  • Interactive Brokers made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1398 holding.
  • Benjamin F. Edwards & Company first reported a position in Interactive Brokers in Q4 2019 and has held it in 14 quarters since.
  • Benjamin F. Edwards & Company's Interactive Brokers position peaked at $57K in Q1 2021.
  • 548 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.