JMF
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Johnson Midwest Financial’s Interactive Brokers IBKR Stock Holding History

Johnson Midwest Financial’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
2023
Q2 		– Sell
-4,892
Closed -$101K – 377
2023
Q1 		$101K Hold
4,892
– – 0.15% 52
2022
Q4 		$88K Buy
+4,892
New +$91.4K 0.32% 54

Other funds holding IBKR

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Johnson Midwest Financial's IBKR Position: Q2 2023 in Review

Johnson Midwest Financial sold out of Interactive Brokers (IBKR) in Q2 2023, closing a stake of 4,892 shares — an estimated $101K sold.

Johnson Midwest Financial first reported a position in IBKR in Q4 2022 and held it in 2 quarters. The position peaked at $101K in Q1 2023. 424 funds tracked by Wall St. Rank hold IBKR as of Q2 2023.

  • Johnson Midwest Financial reported no remaining Interactive Brokers position as of Q2 2023 after selling out during the quarter.
  • Johnson Midwest Financial sold 4,892 Interactive Brokers shares in Q2 2023, an estimated $101K.
  • Johnson Midwest Financial first reported a position in Interactive Brokers in Q4 2022 and held it in 2 quarters.
  • Johnson Midwest Financial's Interactive Brokers position peaked at $101K in Q1 2023.
  • 424 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2023.

Based on Johnson Midwest Financial's 13F filing for Q2 2023, filed 20 Jul 2023.