LM Advisors’s Interactive Brokers IBKR Stock Holding History

LM 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
2024 Q1	–	Sell	-640	Closed	-$13.3K	–	441
2023 Q4	$13.3K	Buy	+640	New	+$13.1K	﹤0.01%	497

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

LM Advisors's IBKR Position: Q1 2024 in Review

LM Advisors sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 640 shares — an estimated $13.3K sold.

LM Advisors first reported a position in IBKR in Q4 2023 and held it in 1 quarter. The position peaked at $13.3K in Q4 2023. 495 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

LM Advisors reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 640 Interactive Brokers shares in Q1 2024, an estimated $13.3K.
LM Advisors first reported a position in Interactive Brokers in Q4 2023 and held it in 1 quarter.
LM Advisors's Interactive Brokers position peaked at $13.3K in Q4 2023.
495 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.