Kolinsky Wealth Management’s Interactive Brokers IBKR Stock Holding History

Kolinsky Wealth 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
2024 Q4	$236K	Buy	+5,348	New	+$225K	0.14%	143

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kolinsky Wealth Management's IBKR Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Interactive Brokers (IBKR) in Q4 2024: 5,348 shares worth $236K. The stake represents 0.14% of the portfolio and ranks #143 among its holdings.

710 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

Kolinsky Wealth Management held 5,348 shares of Interactive Brokers worth $236K as of Q4 2024.
Interactive Brokers was a new Kolinsky Wealth Management position in Q4 2024.
Interactive Brokers made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #143 holding.
710 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.