FTDI
INTR icon

First Trust Direct Indexing’s Inter&Co INTR Stock Holding History

First Trust Direct Indexing’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,442
Closed -$49.8K – 767
2023
Q3 		$49.8K Buy
+12,442
New +$47.7K 0.01% 689

Other funds holding INTR

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

First Trust Direct Indexing's INTR Position: Q4 2023 in Review

First Trust Direct Indexing sold out of Inter&Co (INTR) in Q4 2023, closing a stake of 12,442 shares — an estimated $49.8K sold.

First Trust Direct Indexing first reported a position in INTR in Q3 2023 and held it in 1 quarter. The position peaked at $49.8K in Q3 2023. 35 funds tracked by Wall St. Rank hold INTR as of Q4 2023.

  • First Trust Direct Indexing reported no remaining Inter&Co position as of Q4 2023 after selling out during the quarter.
  • First Trust Direct Indexing sold 12,442 Inter&Co shares in Q4 2023, an estimated $49.8K.
  • First Trust Direct Indexing first reported a position in Inter&Co in Q3 2023 and held it in 1 quarter.
  • First Trust Direct Indexing's Inter&Co position peaked at $49.8K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Inter&Co as of Q4 2023.

Based on First Trust Direct Indexing's 13F filing for Q4 2023, filed 6 Feb 2024.