FFA
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Founders Financial Alliance’s Interactive Brokers IBKR Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-320
Closed -$4K – 815
2020
Q3 		$4K Buy
+320
New +$3.99K ﹤0.01% 1052

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BCM
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
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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Founders Financial Alliance's IBKR Position: Q4 2020 in Review

Founders Financial Alliance sold out of Interactive Brokers (IBKR) in Q4 2020, closing a stake of 320 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in IBKR in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 281 funds tracked by Wall St. Rank hold IBKR as of Q4 2020.

  • Founders Financial Alliance reported no remaining Interactive Brokers position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 320 Interactive Brokers shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Interactive Brokers in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Interactive Brokers position peaked at $4K in Q3 2020.
  • 281 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.