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FDx Advisors’s Interactive Brokers IBKR Stock Holding History

FDx 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
2023
Q3 		– Sell
-45,024
Closed -$935K – 697
2023
Q2 		$935K Sell
45,024
-18,792
-29% -$371K 0.05% 316
2023
Q1 		$1.15M Hold
63,816
– – 0.05% 270
2022
Q4 		$1.15M Sell
63,816
-14,304
-18% -$267K 0.05% 270
2022
Q3 		$1.25M Buy
78,120
+1,580
+2% +$24.3K 0.06% 250
2022
Q2 		$1.05M Buy
76,540
+708
+0.9% +$10.5K 0.04% 307
2022
Q1 		$1.25M Buy
75,832
+5,116
+7% +$88.1K 0.04% 285
2021
Q4 		$1.4M Buy
70,716
+5,100
+8% +$94.9K 0.04% 289
2021
Q3 		$1.02M Buy
65,616
+11,444
+21% +$180K 0.03% 330
2021
Q2 		$890K Buy
54,172
+7,888
+17% +$136K 0.03% 358
2021
Q1 		$845K Buy
46,284
+25,572
+123% +$461K 0.03% 334
2020
Q4 		$315K Buy
+20,712
New +$274K 0.01% 557

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return