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Heritage Oak Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-13,548
Closed -$472K – 115
2024
Q3 		$472K Buy
+13,548
New +$420K 0.22% 69

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Heritage Oak Wealth Advisors's IBKR Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Interactive Brokers (IBKR) in Q4 2024, closing a stake of 13,548 shares — an estimated $472K sold.

Heritage Oak Wealth Advisors first reported a position in IBKR in Q3 2024 and held it in 1 quarter. The position peaked at $472K in Q3 2024. 710 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Interactive Brokers position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 13,548 Interactive Brokers shares in Q4 2024, an estimated $472K.
  • Heritage Oak Wealth Advisors first reported a position in Interactive Brokers in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Interactive Brokers position peaked at $472K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.