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Retirement Planning Company of New England’s Interactive Brokers IBKR Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-27,760
Closed -$575K – 226
2023
Q4 		$575K Hold
27,760
– – 0.26% 108
2023
Q3 		$601K Buy
+27,760
New +$618K 0.33% 95
2022
Q1 		– Sell
-9,640
Closed -$191K – 522
2021
Q4 		$191K Buy
+9,640
New +$179K 0.09% 221

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CCM
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State Street
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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Retirement Planning Company of New England's IBKR Position: Q1 2024 in Review

Retirement Planning Company of New England sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 27,760 shares — an estimated $575K sold.

Retirement Planning Company of New England first reported a position in IBKR in Q4 2021 and held it in 3 quarters. The position peaked at $601K in Q3 2023. 496 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

  • Retirement Planning Company of New England reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
  • Retirement Planning Company of New England sold 27,760 Interactive Brokers shares in Q1 2024, an estimated $575K.
  • Retirement Planning Company of New England first reported a position in Interactive Brokers in Q4 2021 and held it in 3 quarters.
  • Retirement Planning Company of New England's Interactive Brokers position peaked at $601K in Q3 2023.
  • 496 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Retirement Planning Company of New England's 13F filing for Q1 2024, filed 6 May 2024.