Oxbow Advisors’s Interactive Brokers IBKR Stock Holding History

Oxbow 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
2023 Q2	–	Sell	-13,888	Closed	-$287K	–	213
2023 Q1	$287K	Buy	+13,888	New	+$283K	0.05%	163

Other funds holding IBKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Oxbow Advisors's IBKR Position: Q2 2023 in Review

Oxbow Advisors sold out of Interactive Brokers (IBKR) in Q2 2023, closing a stake of 13,888 shares — an estimated $287K sold.

Oxbow Advisors first reported a position in IBKR in Q1 2023 and held it in 1 quarter. The position peaked at $287K in Q1 2023. 424 funds tracked by Wall St. Rank hold IBKR as of Q2 2023.

Oxbow Advisors reported no remaining Interactive Brokers position as of Q2 2023 after selling out during the quarter.
Oxbow Advisors sold 13,888 Interactive Brokers shares in Q2 2023, an estimated $287K.
Oxbow Advisors first reported a position in Interactive Brokers in Q1 2023 and held it in 1 quarter.
Oxbow Advisors's Interactive Brokers position peaked at $287K in Q1 2023.
424 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2023.

Based on Oxbow Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.