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Copeland Capital Management’s Interactive Brokers IBKR Stock Holding History

Copeland Capital Management’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
2023
Q3 		– Sell
-216
Closed -$4.49K – 306
2023
Q2 		$4.49K Buy
+216
New +$4.26K ﹤0.01% 238

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Copeland Capital Management's IBKR Position: Q3 2023 in Review

Copeland Capital Management sold out of Interactive Brokers (IBKR) in Q3 2023, closing a stake of 216 shares — an estimated $4.49K sold.

Copeland Capital Management first reported a position in IBKR in Q2 2023 and held it in 1 quarter. The position peaked at $4.49K in Q2 2023. 435 funds tracked by Wall St. Rank hold IBKR as of Q3 2023.

  • Copeland Capital Management reported no remaining Interactive Brokers position as of Q3 2023 after selling out during the quarter.
  • Copeland Capital Management sold 216 Interactive Brokers shares in Q3 2023, an estimated $4.49K.
  • Copeland Capital Management first reported a position in Interactive Brokers in Q2 2023 and held it in 1 quarter.
  • Copeland Capital Management's Interactive Brokers position peaked at $4.49K in Q2 2023.
  • 435 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.