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Carmichael Hill & Associates’s Interactive Brokers IBKR Stock Holding History

Carmichael Hill & 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
2022
Q4 		– Sell
-72
Closed -$1K – 817
2022
Q3 		$1K Hold
72
– – ﹤0.01% 772
2022
Q2 		$1K Buy
+72
New +$1.07K ﹤0.01% 766

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
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
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

Carmichael Hill & Associates's IBKR Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Interactive Brokers (IBKR) in Q4 2022, closing a stake of 72 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in IBKR in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 400 funds tracked by Wall St. Rank hold IBKR as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining Interactive Brokers position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 72 Interactive Brokers shares in Q4 2022, an estimated $1K.
  • Carmichael Hill & Associates first reported a position in Interactive Brokers in Q2 2022 and held it in 2 quarters.
  • Carmichael Hill & Associates's Interactive Brokers position peaked at $1K in Q3 2022.
  • 400 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.