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Kore Private Wealth’s Interactive Brokers IBKR Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-488
Closed -$5K – 634
2020
Q2 		$5K Buy
+488
New +$5.1K ﹤0.01% 914
2019
Q2 		– Sell
-1,200
Closed -$16K – 488
2019
Q1 		$16K Buy
+1,200
New +$15.8K ﹤0.01% 537

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return

Kore Private Wealth's IBKR Position: Q3 2020 in Review

Kore Private Wealth sold out of Interactive Brokers (IBKR) in Q3 2020, closing a stake of 488 shares — an estimated $5K sold.

Kore Private Wealth first reported a position in IBKR in Q1 2019 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 266 funds tracked by Wall St. Rank hold IBKR as of Q3 2020.

  • Kore Private Wealth reported no remaining Interactive Brokers position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 488 Interactive Brokers shares in Q3 2020, an estimated $5K.
  • Kore Private Wealth first reported a position in Interactive Brokers in Q1 2019 and held it in 2 quarters.
  • Kore Private Wealth's Interactive Brokers position peaked at $16K in Q1 2019.
  • 266 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.