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Kapitalo Investimentos’s Interactive Brokers IBKR Stock Holding History

Kapitalo Investimentos’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
-1,920
Closed -$39.8K – 402
2023
Q4 		$39.8K Buy
1,920
+1,412
+278% +$28.9K 0.01% 467
2023
Q3 		$11K Sell
508
-696
-58% -$15.5K ﹤0.01% 522
2023
Q2 		$25K Sell
1,204
-9,676
-89% -$191K ﹤0.01% 441
2023
Q1 		$225K Buy
+10,880
New +$221K 0.07% 140

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
JP Morgan Chase
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
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 $9.01B AUM 30.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Kapitalo Investimentos's IBKR Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 1,920 shares — an estimated $39.8K sold.

Kapitalo Investimentos first reported a position in IBKR in Q1 2023 and held it in 4 quarters. The position peaked at $225K in Q1 2023. 496 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,920 Interactive Brokers shares in Q1 2024, an estimated $39.8K.
  • Kapitalo Investimentos first reported a position in Interactive Brokers in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Interactive Brokers position peaked at $225K in Q1 2023.
  • 496 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.