Cetera Advisor Networks’s Interactive Brokers IBKR Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$2.51M	Buy	89,728 +57,920	+182%	+$1.44M	0.01%	924
2023 Q4	$659K	Buy	31,808 +2,424	+8%	+$49.6K	﹤0.01%	1662
2023 Q3	$636K	Buy	29,384 +6,040	+26%	+$134K	﹤0.01%	1604
2023 Q2	$485K	Buy	23,344 +3,044	+15%	+$60.1K	﹤0.01%	1731
2023 Q1	$419K	Buy	20,300 +2,644	+15%	+$53.8K	﹤0.01%	1825
2022 Q4	$319K	Buy	+17,656	New	+$330K	﹤0.01%	1950
2020 Q3	–	Sell	-580	Closed	-$6K	–	2038
2020 Q2	$6K	Buy	+580	New	+$6.06K	﹤0.01%	2916

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

OAG

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

BCM

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

Cetera Advisor Networks's IBKR Position: Q1 2024 in Review

Cetera Advisor Networks increased its Interactive Brokers (IBKR) stake by 182% in Q1 2024, buying an estimated $1.44M and bringing the position to 89,728 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #924.

Cetera Advisor Networks first reported a position in IBKR in Q2 2020 and has held it in 7 quarters since. 495 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

Cetera Advisor Networks held 89,728 shares of Interactive Brokers worth $2.51M as of Q1 2024.
Cetera Advisor Networks bought 57,920 Interactive Brokers shares in Q1 2024, an estimated $1.44M.
Interactive Brokers made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #924 holding.
Cetera Advisor Networks first reported a position in Interactive Brokers in Q2 2020 and has held it in 7 quarters since.
495 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.