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Lenox Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Lenox Wealth Advisors’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
2021
Q2 		– Sell
-204
Closed -$4K – 745
2021
Q1 		$4K Buy
+204
New +$3.68K ﹤0.01% 536

Other funds holding IBKR

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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Lenox Wealth Advisors's IBKR Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Interactive Brokers (IBKR) in Q2 2021, closing a stake of 204 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in IBKR in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 319 funds tracked by Wall St. Rank hold IBKR as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining Interactive Brokers position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 204 Interactive Brokers shares in Q2 2021, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Interactive Brokers in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Interactive Brokers position peaked at $4K in Q1 2021.
  • 319 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.