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Colonial Trust’s Interactive Brokers IBKR Stock Holding History

Colonial Trust’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
2026
Q1 		$9.72K Buy
145
+17
+13% +$1.21K ﹤0.01% 768
2025
Q4 		$8.23K Hold
128
– – ﹤0.01% 790
2025
Q3 		$8.81K Buy
128
+8
+7% +$503 ﹤0.01% 765
2025
Q2 		$6.66K Hold
120
– – ﹤0.01% 799
2025
Q1 		$5.01K Sell
120
-128
-52% -$6.34K ﹤0.01% 827
2024
Q4 		$10.9K Buy
248
+88
+55% +$3.71K ﹤0.01% 926
2024
Q3 		$5.49K Buy
+160
New +$4.95K ﹤0.01% 863
2023
Q2 		– Sell
-188
Closed -$3.81K – 959
2023
Q1 		$3.81K Hold
188
– – ﹤0.01% 783
2022
Q4 		$3.43K Buy
+188
New +$3.51K ﹤0.01% 802

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return