Robertson Stephens Wealth Management
IBKR icon

Robertson Stephens Wealth Management’s Interactive Brokers IBKR Stock Holding History

Robertson Stephens Wealth 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
-22,428
Closed -$781K – 600
2024
Q3 		$781K Buy
+22,428
New +$694K 0.03% 321

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
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

Robertson Stephens Wealth Management's IBKR Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Interactive Brokers (IBKR) in Q4 2024, closing a stake of 22,428 shares — an estimated $781K sold.

Robertson Stephens Wealth Management first reported a position in IBKR in Q3 2024 and held it in 1 quarter. The position peaked at $781K in Q3 2024. 710 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Interactive Brokers position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 22,428 Interactive Brokers shares in Q4 2024, an estimated $781K.
  • Robertson Stephens Wealth Management first reported a position in Interactive Brokers in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Interactive Brokers position peaked at $781K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.