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Pinnacle Associates’s Interactive Brokers IBKR Stock Holding History

Pinnacle Associates’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
-7,848
Closed -$347K – 848
2024
Q4 		$347K Buy
+7,848
New +$330K ﹤0.01% 681

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CCM
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Kayne Anderson Rudnick Investment Management
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JP Morgan Chase
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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Associates's IBKR Position: Q1 2025 in Review

Pinnacle Associates sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 7,848 shares — an estimated $347K sold.

Pinnacle Associates first reported a position in IBKR in Q4 2024 and held it in 1 quarter. The position peaked at $347K in Q4 2024. 747 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • Pinnacle Associates reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Associates sold 7,848 Interactive Brokers shares in Q1 2025, an estimated $347K.
  • Pinnacle Associates first reported a position in Interactive Brokers in Q4 2024 and held it in 1 quarter.
  • Pinnacle Associates's Interactive Brokers position peaked at $347K in Q4 2024.
  • 747 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.