Claris Advisors’s Interactive Brokers IBKR Stock Holding History

Claris 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 Q4	–	Sell	-8	Closed	-$279	–	559
2024 Q3	$279	Buy	+8	New	+$248	﹤0.01%	857

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OAG

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

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

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

CCM

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

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

GWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Claris Advisors's IBKR Position: Q4 2024 in Review

Claris Advisors sold out of Interactive Brokers (IBKR) in Q4 2024, closing a stake of 8 shares — an estimated $279 sold.

Claris Advisors first reported a position in IBKR in Q3 2024 and held it in 1 quarter. The position peaked at $279 in Q3 2024. 710 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

Claris Advisors reported no remaining Interactive Brokers position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 8 Interactive Brokers shares in Q4 2024, an estimated $279.
Claris Advisors first reported a position in Interactive Brokers in Q3 2024 and held it in 1 quarter.
Claris Advisors's Interactive Brokers position peaked at $279 in Q3 2024.
710 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.