Personal Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Personal Capital 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
2022 Q4	$44.8M	Buy	2,477,552 +26,280	+1%	+$491K	0.22%	106
2022 Q3	$39.2M	Sell	2,451,272 -577,080	-19%	-$8.89M	0.21%	109
2022 Q2	$41.6M	Buy	3,028,352 +149,460	+5%	+$2.22M	0.22%	102
2022 Q1	$47.4M	Buy	2,878,892 +148,488	+5%	+$2.56M	0.22%	111
2021 Q4	$54.3M	Buy	2,730,404 +78,456	+3%	+$1.46M	0.25%	91
2021 Q3	$41.3M	Buy	2,651,948 +177,176	+7%	+$2.79M	0.21%	110
2021 Q2	$40.7M	Buy	2,474,772 +331,960	+15%	+$5.74M	0.21%	108
2021 Q1	$39.1M	Buy	+2,142,812	New	+$38.6M	0.23%	104

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Personal Capital Advisors's IBKR Position: Q4 2022 in Review

Personal Capital Advisors increased its Interactive Brokers (IBKR) stake by 1.1% in Q4 2022, buying an estimated $491K and bringing the position to 2,477,552 shares worth $44.8M. The position accounts for 0.22% of the portfolio, ranked #106.

Personal Capital Advisors first reported a position in IBKR in Q1 2021 and has held it in 8 quarters since. The position peaked at $54.3M in Q4 2021. 400 funds tracked by Wall St. Rank hold IBKR as of Q4 2022.

Personal Capital Advisors held 2,477,552 shares of Interactive Brokers worth $44.8M as of Q4 2022.
Personal Capital Advisors bought 26,280 Interactive Brokers shares in Q4 2022, an estimated $491K.
Interactive Brokers made up 0.22% of Personal Capital Advisors's portfolio in Q4 2022, its #106 holding.
Personal Capital Advisors first reported a position in Interactive Brokers in Q1 2021 and has held it in 8 quarters since.
Personal Capital Advisors's Interactive Brokers position peaked at $54.3M in Q4 2021.
400 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.