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Harvest Group Wealth Management’s Interactive Brokers IBKR Stock Holding History

Harvest Group Wealth Management’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
Q2 		– Sell
-16
Closed – – 645
2020
Q1 		$0 Sell
16
-124
-89% -$1.5K ﹤0.01% 715
2019
Q4 		$1K Hold
140
– – ﹤0.01% 787
2019
Q3 		$2K Buy
+140
New +$1.74K ﹤0.01% 704

Other funds holding IBKR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Harvest Group Wealth Management's IBKR Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Interactive Brokers (IBKR) in Q2 2020, closing a stake of 16 shares.

Harvest Group Wealth Management first reported a position in IBKR in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 252 funds tracked by Wall St. Rank hold IBKR as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Interactive Brokers position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 16 Interactive Brokers shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Interactive Brokers in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Interactive Brokers position peaked at $2K in Q3 2019.
  • 252 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.