Graves Light Lenhart Wealth’s Interactive Brokers IBKR Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q2	–	Sell	-5,236	Closed	-$86K	–	651
2022 Q1	$86K	Hold	5,236	–	–	0.01%	285
2021 Q4	$104K	Hold	5,236	–	–	0.01%	292
2021 Q3	$82K	Hold	5,236	–	–	0.01%	306
2021 Q2	$86K	Hold	5,236	–	–	0.01%	304
2021 Q1	$96K	Buy	5,236 +1,668	+47%	+$30.1K	0.02%	280
2020 Q4	$54K	Buy	+3,568	New	+$47.3K	0.01%	360

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Graves Light Lenhart Wealth's IBKR Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Interactive Brokers (IBKR) in Q2 2022, closing a stake of 5,236 shares — an estimated $86K sold.

Graves Light Lenhart Wealth first reported a position in IBKR in Q4 2020 and held it in 6 quarters. The position peaked at $104K in Q4 2021. 343 funds tracked by Wall St. Rank hold IBKR as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining Interactive Brokers position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 5,236 Interactive Brokers shares in Q2 2022, an estimated $86K.
Graves Light Lenhart Wealth first reported a position in Interactive Brokers in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's Interactive Brokers position peaked at $104K in Q4 2021.
343 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.