Berman Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Berman Capital 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
2021 Q3	$11K	Buy	740 +536	+263%	+$8.44K	﹤0.01%	1150
2021 Q2	$3K	Hold	204	–	–	﹤0.01%	1493
2021 Q1	$3K	Sell	204 -304	-60%	-$5.48K	﹤0.01%	1420
2020 Q4	$7K	Buy	508 +304	+149%	+$4.03K	﹤0.01%	1042
2020 Q3	$2K	Hold	204	–	–	﹤0.01%	1299
2020 Q2	$1K	Sell	204 -52	-20%	-$544	﹤0.01%	1432
2020 Q1	$2K	Buy	256 +20	+8%	+$242	﹤0.01%	1136
2019 Q4	$2K	Hold	236	–	–	﹤0.01%	1209
2019 Q3	$3K	Hold	236	–	–	﹤0.01%	1079
2019 Q2	$3K	Hold	236	–	–	﹤0.01%	1094
2019 Q1	$3K	Sell	236 -20	-8%	-$263	﹤0.01%	1003
2018 Q4	$3K	Buy	+256	New	+$3.41K	﹤0.01%	803

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BCM

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Berman Capital Advisors's IBKR Position: Q3 2021 in Review

Berman Capital Advisors increased its Interactive Brokers (IBKR) stake by 263% in Q3 2021, buying an estimated $8.44K and bringing the position to 740 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Berman Capital Advisors first reported a position in IBKR in Q4 2018 and has held it in 12 quarters since. 308 funds tracked by Wall St. Rank hold IBKR as of Q3 2021.

Berman Capital Advisors held 740 shares of Interactive Brokers worth $11K as of Q3 2021.
Berman Capital Advisors bought 536 Interactive Brokers shares in Q3 2021, an estimated $8.44K.
Interactive Brokers made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1150 holding.
Berman Capital Advisors first reported a position in Interactive Brokers in Q4 2018 and has held it in 12 quarters since.
308 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.