GA
IBKR icon

GoalVest Advisory’s Interactive Brokers IBKR Stock Holding History

GoalVest 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
2024
Q2 		– Sell
-252
Closed -$7.04K – 359
2024
Q1 		$7.04K Hold
252
– – ﹤0.01% 329
2023
Q4 		$5.22K Sell
252
-592
-70% -$12.1K ﹤0.01% 286
2023
Q3 		$18.3K Buy
844
+268
+47% +$5.96K 0.01% 226
2023
Q2 		$12K Buy
+576
New +$11.4K 0.01% 237

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

GoalVest Advisory's IBKR Position: Q2 2024 in Review

GoalVest Advisory sold out of Interactive Brokers (IBKR) in Q2 2024, closing a stake of 252 shares — an estimated $7.04K sold.

GoalVest Advisory first reported a position in IBKR in Q2 2023 and held it in 4 quarters. The position peaked at $18.3K in Q3 2023. 548 funds tracked by Wall St. Rank hold IBKR as of Q2 2024.

  • GoalVest Advisory reported no remaining Interactive Brokers position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 252 Interactive Brokers shares in Q2 2024, an estimated $7.04K.
  • GoalVest Advisory first reported a position in Interactive Brokers in Q2 2023 and held it in 4 quarters.
  • GoalVest Advisory's Interactive Brokers position peaked at $18.3K in Q3 2023.
  • 548 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.