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Redwood Investments’s Interactive Brokers IBKR Stock Holding History

Redwood Investments’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
-147,168
Closed -$3.18M – 122
2023
Q3 		$3.18M Sell
147,168
-1,308
-0.9% -$29.1K 0.43% 71
2023
Q2 		$3.08M Buy
148,476
+42,716
+40% +$843K 0.38% 71
2023
Q1 		$2.18M Buy
+105,760
New +$2.15M 0.28% 78

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Redwood Investments's IBKR Position: Q4 2023 in Review

Redwood Investments sold out of Interactive Brokers (IBKR) in Q4 2023, closing a stake of 147,168 shares — an estimated $3.18M sold.

Redwood Investments first reported a position in IBKR in Q1 2023 and held it in 3 quarters. The position peaked at $3.18M in Q3 2023. 456 funds tracked by Wall St. Rank hold IBKR as of Q4 2023.

  • Redwood Investments reported no remaining Interactive Brokers position as of Q4 2023 after selling out during the quarter.
  • Redwood Investments sold 147,168 Interactive Brokers shares in Q4 2023, an estimated $3.18M.
  • Redwood Investments first reported a position in Interactive Brokers in Q1 2023 and held it in 3 quarters.
  • Redwood Investments's Interactive Brokers position peaked at $3.18M in Q3 2023.
  • 456 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2023.

Based on Redwood Investments's 13F filing for Q4 2023, filed 19 Jan 2024.