KPCM
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Kings Point Capital Management’s Interactive Brokers IBKR Stock Holding History

Kings Point Capital Management’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 		$15K Hold
904
– – ﹤0.01% 536
2021
Q4 		$18K Buy
+904
New +$16.8K ﹤0.01% 562

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Marshall Wace
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BCM
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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
State Street
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CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Kings Point Capital Management's IBKR Position: Q1 2022 in Review

Kings Point Capital Management held its Interactive Brokers (IBKR) position steady in Q1 2022 at 904 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Kings Point Capital Management first reported a position in IBKR in Q4 2021 and has held it in 2 quarters since. The position peaked at $18K in Q4 2021. 347 funds tracked by Wall St. Rank hold IBKR as of Q1 2022.

  • Kings Point Capital Management held 904 shares of Interactive Brokers worth $15K as of Q1 2022.
  • Kings Point Capital Management left its Interactive Brokers share count unchanged in Q1 2022.
  • Interactive Brokers made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #536 holding.
  • Kings Point Capital Management first reported a position in Interactive Brokers in Q4 2021 and has held it in 2 quarters since.
  • Kings Point Capital Management's Interactive Brokers position peaked at $18K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.