KB Financial Partners’s Interactive Brokers IBKR Stock Holding History

KB Financial Partners’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 Q3	$1.77M	Buy	81,616 +704	+0.9%	+$15.7K	0.51%	20
2023 Q2	$1.68M	Buy	80,912 +5,548	+7%	+$109K	0.46%	21
2023 Q1	$1.56M	Sell	75,364 -3,268	-4%	-$66.5K	0.46%	19
2022 Q4	$1.42M	Sell	78,632 -1,380	-2%	-$25.8K	0.49%	22
2022 Q3	$1.28M	Buy	80,012 +13,084	+20%	+$202K	0.46%	18
2022 Q2	$920K	Sell	66,928 -20,120	-23%	-$299K	0.32%	24
2022 Q1	$1.43M	Buy	87,048 +14,336	+20%	+$247K	0.4%	17
2021 Q4	$1.44M	Sell	72,712 -17,836	-20%	-$332K	0.41%	17
2021 Q3	$1.41M	Buy	90,548 +13,976	+18%	+$220K	0.52%	14
2021 Q2	$1.26M	Buy	76,572 +5,716	+8%	+$98.9K	0.48%	15
2021 Q1	$1.29M	Buy	+70,856	New	+$1.28M	0.55%	16

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

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 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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KB Financial Partners's IBKR Position: Q3 2023 in Review

KB Financial Partners increased its Interactive Brokers (IBKR) stake by 0.87% in Q3 2023, buying an estimated $15.7K and bringing the position to 81,616 shares worth $1.77M. The position accounts for 0.51% of the portfolio, ranked #20.

KB Financial Partners first reported a position in IBKR in Q1 2021 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBKR as of Q3 2023.

KB Financial Partners held 81,616 shares of Interactive Brokers worth $1.77M as of Q3 2023.
KB Financial Partners bought 704 Interactive Brokers shares in Q3 2023, an estimated $15.7K.
Interactive Brokers made up 0.51% of KB Financial Partners's portfolio in Q3 2023, its #20 holding.
KB Financial Partners first reported a position in Interactive Brokers in Q1 2021 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.