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

Heritage 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
2021
Q1 		– Sell
-600
Closed -$9K – 579
2020
Q4 		$9K Buy
+600
New +$7.95K ﹤0.01% 460

Other funds holding IBKR

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Heritage Wealth Advisors's IBKR Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Interactive Brokers (IBKR) in Q1 2021, closing a stake of 600 shares — an estimated $9K sold.

Heritage Wealth Advisors first reported a position in IBKR in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 320 funds tracked by Wall St. Rank hold IBKR as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining Interactive Brokers position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 600 Interactive Brokers shares in Q1 2021, an estimated $9K.
  • Heritage Wealth Advisors first reported a position in Interactive Brokers in Q4 2020 and held it in 1 quarter.
  • Heritage Wealth Advisors's Interactive Brokers position peaked at $9K in Q4 2020.
  • 320 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.