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Phase 2 Partners’s Interactive Brokers IBKR Stock Holding History

Phase 2 Partners’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
-654,976
Closed -$9.01M – 29
2022
Q2 		$9.01M Buy
+654,976
New +$9.72M 4.63% 9

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Phase 2 Partners's IBKR Position: Q3 2022 in Review

Phase 2 Partners sold out of Interactive Brokers (IBKR) in Q3 2022, closing a stake of 654,976 shares — an estimated $9.01M sold.

Phase 2 Partners first reported a position in IBKR in Q2 2022 and held it in 1 quarter. The position peaked at $9.01M in Q2 2022. 339 funds tracked by Wall St. Rank hold IBKR as of Q3 2022.

  • Phase 2 Partners reported no remaining Interactive Brokers position as of Q3 2022 after selling out during the quarter.
  • Phase 2 Partners sold 654,976 Interactive Brokers shares in Q3 2022, an estimated $9.01M.
  • Phase 2 Partners first reported a position in Interactive Brokers in Q2 2022 and held it in 1 quarter.
  • Phase 2 Partners's Interactive Brokers position peaked at $9.01M in Q2 2022.
  • 339 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2022.

Based on Phase 2 Partners's 13F filing for Q3 2022, filed 14 Nov 2022.