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New England Capital Financial Advisors’s Interactive Brokers IBKR Stock Holding History

New England Capital Financial 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
2025
Q1 		– Sell
-80
Closed -$3.53K – 408
2024
Q4 		$3.53K Buy
+80
New +$3.37K ﹤0.01% 298

Other funds holding IBKR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New England Capital Financial Advisors's IBKR Position: Q1 2025 in Review

New England Capital Financial Advisors sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 80 shares — an estimated $3.53K sold.

New England Capital Financial Advisors first reported a position in IBKR in Q4 2024 and held it in 1 quarter. The position peaked at $3.53K in Q4 2024. 746 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • New England Capital Financial Advisors reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 80 Interactive Brokers shares in Q1 2025, an estimated $3.53K.
  • New England Capital Financial Advisors first reported a position in Interactive Brokers in Q4 2024 and held it in 1 quarter.
  • New England Capital Financial Advisors's Interactive Brokers position peaked at $3.53K in Q4 2024.
  • 746 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on New England Capital Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.