BerganKDV Wealth Management’s Interactive Brokers IBKR Stock Holding History

BerganKDV 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 Q2	–	Sell	-52	Closed	-$1.08K	–	966
2023 Q1	$1.08K	Hold	52	–	–	﹤0.01%	894
2022 Q4	$944	Hold	52	–	–	﹤0.01%	887
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	896
2022 Q2	$1K	Hold	52	–	–	﹤0.01%	912
2022 Q1	$1K	Hold	52	–	–	﹤0.01%	931
2021 Q4	$1K	Hold	52	–	–	﹤0.01%	989
2021 Q3	$1K	Hold	52	–	–	﹤0.01%	974
2021 Q2	$1K	Hold	52	–	–	﹤0.01%	922
2021 Q1	$1K	Hold	52	–	–	﹤0.01%	868
2020 Q4	$1K	Hold	52	–	–	﹤0.01%	870
2020 Q3	$1K	Hold	52	–	–	﹤0.01%	818
2020 Q2	$1K	Hold	52	–	–	﹤0.01%	867
2020 Q1	$1K	Hold	52	–	–	﹤0.01%	834
2019 Q4	$1K	Buy	+52	New	+$610	﹤0.01%	859

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BerganKDV Wealth Management's IBKR Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Interactive Brokers (IBKR) in Q2 2023, closing a stake of 52 shares — an estimated $1.08K sold.

BerganKDV Wealth Management first reported a position in IBKR in Q4 2019 and held it in 14 quarters. The position peaked at $1.08K in Q1 2023. 422 funds tracked by Wall St. Rank hold IBKR as of Q2 2023.

BerganKDV Wealth Management reported no remaining Interactive Brokers position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 52 Interactive Brokers shares in Q2 2023, an estimated $1.08K.
BerganKDV Wealth Management first reported a position in Interactive Brokers in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Interactive Brokers position peaked at $1.08K in Q1 2023.
422 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.