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Filbrandt Wealth Management’s Interactive Brokers IBKR Stock Holding History

Filbrandt Wealth 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
2020
Q2 		– Sell
-60
Closed -$1K – 422
2020
Q1 		$1K Buy
+60
New +$725 ﹤0.01% 210

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BlackRock
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BCM
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CCM
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AA
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State Street
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Filbrandt Wealth Management's IBKR Position: Q2 2020 in Review

Filbrandt Wealth Management sold out of Interactive Brokers (IBKR) in Q2 2020, closing a stake of 60 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in IBKR in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 252 funds tracked by Wall St. Rank hold IBKR as of Q2 2020.

  • Filbrandt Wealth Management reported no remaining Interactive Brokers position as of Q2 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 60 Interactive Brokers shares in Q2 2020, an estimated $1K.
  • Filbrandt Wealth Management first reported a position in Interactive Brokers in Q1 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Interactive Brokers position peaked at $1K in Q1 2020.
  • 252 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2020.

Based on Filbrandt Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.