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DCM Advisors’s Interactive Brokers IBKR Stock Holding History

DCM 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
2022
Q2 		– Sell
-20,268
Closed -$334K – 215
2022
Q1 		$334K Buy
20,268
+6,928
+52% +$119K 0.12% 147
2021
Q4 		$265K Buy
+13,340
New +$248K 0.08% 181

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

DCM Advisors's IBKR Position: Q2 2022 in Review

DCM Advisors sold out of Interactive Brokers (IBKR) in Q2 2022, closing a stake of 20,268 shares — an estimated $334K sold.

DCM Advisors first reported a position in IBKR in Q4 2021 and held it in 2 quarters. The position peaked at $334K in Q1 2022. 343 funds tracked by Wall St. Rank hold IBKR as of Q2 2022.

  • DCM Advisors reported no remaining Interactive Brokers position as of Q2 2022 after selling out during the quarter.
  • DCM Advisors sold 20,268 Interactive Brokers shares in Q2 2022, an estimated $334K.
  • DCM Advisors first reported a position in Interactive Brokers in Q4 2021 and held it in 2 quarters.
  • DCM Advisors's Interactive Brokers position peaked at $334K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2022.

Based on DCM Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.