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Cetera Advisors’s Interactive Brokers IBKR Stock Holding History

Cetera Advisors’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 		$523K Buy
+18,716
New +$466K ﹤0.01% 1569
2017
Q4 		– Sell
-21,796
Closed -$243K – 816
2017
Q3 		$243K Buy
+21,796
New +$222K 0.01% 684

Other funds holding IBKR

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Cetera Advisors's IBKR Position: Q1 2024 in Review

Cetera Advisors opened a new position in Interactive Brokers (IBKR) in Q1 2024: 18,716 shares worth $523K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IBKR as recently as Q3 2017.

Cetera Advisors first reported a position in IBKR in Q3 2017 and has held it in 2 quarters since. 496 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

  • Cetera Advisors held 18,716 shares of Interactive Brokers worth $523K as of Q1 2024.
  • Interactive Brokers was a new Cetera Advisors position in Q1 2024.
  • Interactive Brokers made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1569 holding.
  • Cetera Advisors first reported a position in Interactive Brokers in Q3 2017 and has held it in 2 quarters since.
  • 496 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

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