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Ramirez Asset Management’s Interactive Brokers IBKR Stock Holding History

Ramirez Asset 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
2024
Q4 		– Sell
-4,800
Closed -$167K – 389
2024
Q3 		$167K Buy
+4,800
New +$149K 0.03% 213

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Kayne Anderson Rudnick Investment Management
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CCM
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GWM
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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

Ramirez Asset Management's IBKR Position: Q4 2024 in Review

Ramirez Asset Management sold out of Interactive Brokers (IBKR) in Q4 2024, closing a stake of 4,800 shares — an estimated $167K sold.

Ramirez Asset Management first reported a position in IBKR in Q3 2024 and held it in 1 quarter. The position peaked at $167K in Q3 2024. 710 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

  • Ramirez Asset Management reported no remaining Interactive Brokers position as of Q4 2024 after selling out during the quarter.
  • Ramirez Asset Management sold 4,800 Interactive Brokers shares in Q4 2024, an estimated $167K.
  • Ramirez Asset Management first reported a position in Interactive Brokers in Q3 2024 and held it in 1 quarter.
  • Ramirez Asset Management's Interactive Brokers position peaked at $167K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Ramirez Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.