Reilly Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Reilly Financial 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
2021 Q4	$13K	Buy	+672	New	+$12.5K	﹤0.01%	663

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Reilly Financial Advisors's IBKR Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Interactive Brokers (IBKR) in Q4 2021: 672 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings.

339 funds tracked by Wall St. Rank hold IBKR as of Q4 2021.

Reilly Financial Advisors held 672 shares of Interactive Brokers worth $13K as of Q4 2021.
Interactive Brokers was a new Reilly Financial Advisors position in Q4 2021.
Interactive Brokers made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #663 holding.
339 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.