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Duality Advisers’s Interactive Brokers IBKR Stock Holding History

Duality Advisers’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
Q1 		– Sell
-109,192
Closed -$1.98M – 652
2022
Q4 		$1.98M Buy
+109,192
New +$2.04M 0.22% 156
2022
Q3 		– Sell
-175,632
Closed -$2.42M – 628
2022
Q2 		$2.42M Buy
175,632
+135,036
+333% +$2M 0.24% 159
2022
Q1 		$669K Buy
+40,596
New +$699K 0.07% 419
2021
Q3 		– Sell
-327,116
Closed -$5.38M – 618
2021
Q2 		$5.38M Buy
327,116
+282,512
+633% +$4.89M 0.48% 44
2021
Q1 		$814K Buy
+44,604
New +$804K 0.07% 382
2020
Q4 		– Sell
-90,760
Closed -$1.1M – 632
2020
Q3 		$1.1M Buy
+90,760
New +$1.13M 0.07% 350

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return