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Perpetual Investment Management’s Interactive Brokers IBKR Stock Holding History

Perpetual Investment Management’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
2022
Q3 		– Sell
-96,000
Closed -$1.32M – 216
2022
Q2 		$1.32M Buy
96,000
+52,000
+118% +$772K 0.19% 101
2022
Q1 		$725K Buy
+44,000
New +$758K 0.09% 145

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Perpetual Investment Management's IBKR Position: Q3 2022 in Review

Perpetual Investment Management sold out of Interactive Brokers (IBKR) in Q3 2022, closing a stake of 96,000 shares — an estimated $1.32M sold.

Perpetual Investment Management first reported a position in IBKR in Q1 2022 and held it in 2 quarters. The position peaked at $1.32M in Q2 2022. 339 funds tracked by Wall St. Rank hold IBKR as of Q3 2022.

  • Perpetual Investment Management reported no remaining Interactive Brokers position as of Q3 2022 after selling out during the quarter.
  • Perpetual Investment Management sold 96,000 Interactive Brokers shares in Q3 2022, an estimated $1.32M.
  • Perpetual Investment Management first reported a position in Interactive Brokers in Q1 2022 and held it in 2 quarters.
  • Perpetual Investment Management's Interactive Brokers position peaked at $1.32M in Q2 2022.
  • 339 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2022.

Based on Perpetual Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.