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FPC Investment Advisory’s Interactive Brokers IBKR Stock Holding History

FPC Investment Advisory’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
2025
Q1 		– Sell
-244
Closed -$13.3K – 123
2024
Q4 		$13.3K Buy
+244
New +$10.3K 0.01% 139

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FPC Investment Advisory's IBKR Position: Q1 2025 in Review

FPC Investment Advisory sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 244 shares — an estimated $13.3K sold.

FPC Investment Advisory first reported a position in IBKR in Q4 2024 and held it in 1 quarter. The position peaked at $13.3K in Q4 2024. 747 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • FPC Investment Advisory reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • FPC Investment Advisory sold 244 Interactive Brokers shares in Q1 2025, an estimated $13.3K.
  • FPC Investment Advisory first reported a position in Interactive Brokers in Q4 2024 and held it in 1 quarter.
  • FPC Investment Advisory's Interactive Brokers position peaked at $13.3K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.