Credit Suisse’s Interactive Brokers IBKR Stock Holding History

Credit Suisse’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
2022 Q1	–	Sell	-30,000	Closed	-$596K	–	3940
2021 Q4	$596K	Hold	30,000	–	–	﹤0.01%	3689
2021 Q3	$468K	Sell	30,000 -170,000	-85%	-$2.68M	﹤0.01%	3843
2021 Q2	$3.29M	Hold	200,000	–	–	﹤0.01%	2449
2021 Q1	$3.65M	Buy	+200,000	New	+$3.6M	﹤0.01%	2339
2015 Q2	–	Sell	-364,000	Closed	-$3.1M	–	4572
2015 Q1	$3.1M	Buy	+364,000	New	+$2.89M	﹤0.01%	2042

Other funds holding IBKR

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

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 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 $10.4B AUM 25.66% 1-Year Est. Return

BCM

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

Credit Suisse's IBKR Position: Q1 2024 in Review

Credit Suisse reduced its Interactive Brokers (IBKR) stake by 0.47% in Q1 2024, selling an estimated $68K and leaving 583,340 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #704.

Credit Suisse first reported a position in IBKR in Q2 2013 and has held it in 44 quarters since. 496 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

Credit Suisse held 583,340 shares of Interactive Brokers worth $16.3M as of Q1 2024.
Credit Suisse sold 2,732 Interactive Brokers shares in Q1 2024, an estimated $68K.
Interactive Brokers made up 0.02% of Credit Suisse's portfolio in Q1 2024, its #704 holding.
Credit Suisse first reported a position in Interactive Brokers in Q2 2013 and has held it in 44 quarters since.
496 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.