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JNBA Financial Advisors’s Interactive Brokers IBKR Stock Holding History

JNBA Financial 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
Q4 		– Sell
-1,452
Closed -$23K – 841
2021
Q3 		$23K Buy
+1,452
New +$22.9K ﹤0.01% 396

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GWM
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Select Equity Group
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BCM
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Marshall Wace
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

JNBA Financial Advisors's IBKR Position: Q4 2021 in Review

JNBA Financial Advisors sold out of Interactive Brokers (IBKR) in Q4 2021, closing a stake of 1,452 shares — an estimated $23K sold.

JNBA Financial Advisors first reported a position in IBKR in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 339 funds tracked by Wall St. Rank hold IBKR as of Q4 2021.

  • JNBA Financial Advisors reported no remaining Interactive Brokers position as of Q4 2021 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,452 Interactive Brokers shares in Q4 2021, an estimated $23K.
  • JNBA Financial Advisors first reported a position in Interactive Brokers in Q3 2021 and held it in 1 quarter.
  • JNBA Financial Advisors's Interactive Brokers position peaked at $23K in Q3 2021.
  • 339 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2021.

Based on JNBA Financial Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.