CCP
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Carmel Capital Partners’s Interactive Brokers IBKR Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-456
Closed -$9.87K – 395
2023
Q3 		$9.87K Buy
456
+356
+356% +$7.92K ﹤0.01% 457
2023
Q2 		$2.08K Buy
+100
New +$1.97K ﹤0.01% 361

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CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carmel Capital Partners's IBKR Position: Q4 2023 in Review

Carmel Capital Partners sold out of Interactive Brokers (IBKR) in Q4 2023, closing a stake of 456 shares — an estimated $9.87K sold.

Carmel Capital Partners first reported a position in IBKR in Q2 2023 and held it in 2 quarters. The position peaked at $9.87K in Q3 2023. 456 funds tracked by Wall St. Rank hold IBKR as of Q4 2023.

  • Carmel Capital Partners reported no remaining Interactive Brokers position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 456 Interactive Brokers shares in Q4 2023, an estimated $9.87K.
  • Carmel Capital Partners first reported a position in Interactive Brokers in Q2 2023 and held it in 2 quarters.
  • Carmel Capital Partners's Interactive Brokers position peaked at $9.87K in Q3 2023.
  • 456 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.