IndexIQ Advisors’s Interactive Brokers IBKR Stock Holding History

IndexIQ 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
2022 Q1	$101K	Sell	6,116 -22,924	-79%	-$395K	﹤0.01%	1084
2021 Q4	$576K	Sell	29,040 -1,188	-4%	-$22.1K	0.02%	478
2021 Q3	$471K	Buy	30,228 +2,828	+10%	+$44.5K	0.02%	611
2021 Q2	$450K	Buy	27,400 +212	+0.8%	+$3.67K	0.02%	542
2021 Q1	$496K	Buy	27,188 +22,984	+547%	+$414K	0.02%	372
2020 Q4	$64K	Buy	+4,204	New	+$55.7K	﹤0.01%	1029

Other funds holding IBKR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BCM

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

JFL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

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

IndexIQ Advisors's IBKR Position: Q1 2022 in Review

IndexIQ Advisors reduced its Interactive Brokers (IBKR) stake by 79% in Q1 2022, selling an estimated $395K and leaving 6,116 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

IndexIQ Advisors first reported a position in IBKR in Q4 2020 and has held it in 6 quarters since. The position peaked at $576K in Q4 2021. 347 funds tracked by Wall St. Rank hold IBKR as of Q1 2022.

IndexIQ Advisors held 6,116 shares of Interactive Brokers worth $101K as of Q1 2022.
IndexIQ Advisors sold 22,924 Interactive Brokers shares in Q1 2022, an estimated $395K.
Interactive Brokers made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1084 holding.
IndexIQ Advisors first reported a position in Interactive Brokers in Q4 2020 and has held it in 6 quarters since.
IndexIQ Advisors's Interactive Brokers position peaked at $576K in Q4 2021.
347 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.