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Braun-Bostich & Associates’s Interactive Brokers IBKR Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-1,952
Closed -$24K – 128
2020
Q3 		$24K Buy
+1,952
New +$24.3K 0.02% 198

Other funds holding IBKR

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Kayne Anderson Rudnick Investment Management
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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
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

Braun-Bostich & Associates's IBKR Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Interactive Brokers (IBKR) in Q4 2020, closing a stake of 1,952 shares — an estimated $24K sold.

Braun-Bostich & Associates first reported a position in IBKR in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 281 funds tracked by Wall St. Rank hold IBKR as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining Interactive Brokers position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,952 Interactive Brokers shares in Q4 2020, an estimated $24K.
  • Braun-Bostich & Associates first reported a position in Interactive Brokers in Q3 2020 and held it in 1 quarter.
  • Braun-Bostich & Associates's Interactive Brokers position peaked at $24K in Q3 2020.
  • 281 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.