Bridges Investment Management’s Interactive Brokers IBKR Stock Holding History

Bridges Investment 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
2022 Q4	–	Sell	-135,200	Closed	-$2.16M	–	213
2022 Q3	$2.16M	Hold	135,200	–	–	0.08%	113
2022 Q2	$1.86M	Hold	135,200	–	–	0.07%	121
2022 Q1	$2.23M	Hold	135,200	–	–	0.07%	118
2021 Q4	$2.68M	Hold	135,200	–	–	0.08%	111
2021 Q3	$2.11M	Hold	135,200	–	–	0.07%	121
2021 Q2	$2.22M	Hold	135,200	–	–	0.07%	121
2021 Q1	$2.47M	Hold	135,200	–	–	0.07%	109
2020 Q4	$2.06M	Sell	135,200 -800	-0.6%	-$10.6K	0.06%	111
2020 Q3	$1.64M	Hold	136,000	–	–	0.06%	119
2020 Q2	$1.42M	Hold	136,000	–	–	0.05%	126
2020 Q1	$1.47M	Hold	136,000	–	–	0.07%	122
2019 Q4	$1.58M	Sell	136,000 -8,000	-6%	-$93.9K	0.06%	136
2019 Q3	$1.94M	Hold	144,000	–	–	0.07%	133
2019 Q2	$1.95M	Hold	144,000	–	–	0.07%	131
2019 Q1	$1.87M	Hold	144,000	–	–	0.08%	131
2018 Q4	$1.97M	Buy	+144,000	New	+$1.92M	0.09%	124

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

CCM

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

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

BCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JFL

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

Bridges Investment Management's IBKR Position: Q4 2022 in Review

Bridges Investment Management sold out of Interactive Brokers (IBKR) in Q4 2022, closing a stake of 135,200 shares — an estimated $2.16M sold.

Bridges Investment Management first reported a position in IBKR in Q4 2018 and held it in 16 quarters. The position peaked at $2.68M in Q4 2021. 400 funds tracked by Wall St. Rank hold IBKR as of Q4 2022.

Bridges Investment Management reported no remaining Interactive Brokers position as of Q4 2022 after selling out during the quarter.
Bridges Investment Management sold 135,200 Interactive Brokers shares in Q4 2022, an estimated $2.16M.
Bridges Investment Management first reported a position in Interactive Brokers in Q4 2018 and held it in 16 quarters.
Bridges Investment Management's Interactive Brokers position peaked at $2.68M in Q4 2021.
400 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2022.

Based on Bridges Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.