Ibex Investors’s Interactive Brokers IBKR Stock Holding History

Ibex Investors’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 Q1	–	Sell	-19,844	Closed	-$411K	–	16
2023 Q4	$411K	Sell	19,844 -156	-0.8%	-$3.19K	0.5%	12
2023 Q3	$433K	Sell	20,000 -14,000	-41%	-$311K	0.49%	14
2023 Q2	$706K	Hold	34,000	–	–	0.87%	16
2023 Q1	$702K	Hold	34,000	–	–	1.04%	20
2022 Q4	$615K	Hold	34,000	–	–	0.41%	28
2022 Q3	$543K	Buy	34,000 +11,600	+52%	+$179K	0.28%	37
2022 Q2	$308K	Sell	22,400 -1,600	-7%	-$23.8K	0.19%	24
2022 Q1	$395K	Buy	+24,000	New	+$413K	0.02%	30

Other funds holding IBKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

BCM

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

Ibex Investors's IBKR Position: Q1 2024 in Review

Ibex Investors sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 19,844 shares — an estimated $411K sold.

Ibex Investors first reported a position in IBKR in Q1 2022 and held it in 8 quarters. The position peaked at $706K in Q2 2023. 496 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

Ibex Investors reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
Ibex Investors sold 19,844 Interactive Brokers shares in Q1 2024, an estimated $411K.
Ibex Investors first reported a position in Interactive Brokers in Q1 2022 and held it in 8 quarters.
Ibex Investors's Interactive Brokers position peaked at $706K in Q2 2023.
496 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Ibex Investors's 13F filing for Q1 2024, filed 14 May 2024.