Laffer Tengler Investments’s Interactive Brokers IBKR Stock Holding History

Laffer Tengler Investments’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	-116	Closed	-$2.4K	–	452
2023 Q4	$2.4K	Buy	+116	New	+$2.37K	﹤0.01%	381
2023 Q3	–	Sell	-2,776	Closed	-$57.7K	–	353
2023 Q2	$57.7K	Buy	2,776 +8	+0.3%	+$158	0.02%	294
2023 Q1	$57.1K	Buy	2,768 +80	+3%	+$1.63K	0.02%	308
2022 Q4	$48.6K	Buy	+2,688	New	+$50.2K	0.01%	308
2022 Q2	–	Sell	-236	Closed	-$3.89K	–	412
2022 Q1	$3.89K	Buy	+236	New	+$4.06K	﹤0.01%	344

Other funds holding IBKR

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

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

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

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

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

CCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Laffer Tengler Investments's IBKR Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 116 shares — an estimated $2.4K sold.

Laffer Tengler Investments first reported a position in IBKR in Q1 2022 and held it in 5 quarters. The position peaked at $57.7K in Q2 2023. 495 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

Laffer Tengler Investments reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 116 Interactive Brokers shares in Q1 2024, an estimated $2.4K.
Laffer Tengler Investments first reported a position in Interactive Brokers in Q1 2022 and held it in 5 quarters.
Laffer Tengler Investments's Interactive Brokers position peaked at $57.7K in Q2 2023.
495 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.