Platte River Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Platte River Wealth 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 Q4	–	Sell	-13,520	Closed	-$293K	–	100
2023 Q3	$293K	Buy	+13,520	New	+$301K	0.11%	82

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 $665M AUM 25.91% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Platte River Wealth Advisors's IBKR Position: Q4 2023 in Review

Platte River Wealth Advisors sold out of Interactive Brokers (IBKR) in Q4 2023, closing a stake of 13,520 shares — an estimated $293K sold.

Platte River Wealth Advisors first reported a position in IBKR in Q3 2023 and held it in 1 quarter. The position peaked at $293K in Q3 2023. 456 funds tracked by Wall St. Rank hold IBKR as of Q4 2023.

Platte River Wealth Advisors reported no remaining Interactive Brokers position as of Q4 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 13,520 Interactive Brokers shares in Q4 2023, an estimated $293K.
Platte River Wealth Advisors first reported a position in Interactive Brokers in Q3 2023 and held it in 1 quarter.
Platte River Wealth Advisors's Interactive Brokers position peaked at $293K in Q3 2023.
456 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2023.

Based on Platte River Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.