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Romano Brothers & Co’s Interactive Brokers IBKR Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-68
Closed -$1.23K – 591
2022
Q4 		$1.23K Buy
+68
New +$1.27K ﹤0.01% 976

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Romano Brothers & Co's IBKR Position: Q1 2023 in Review

Romano Brothers & Co sold out of Interactive Brokers (IBKR) in Q1 2023, closing a stake of 68 shares — an estimated $1.23K sold.

Romano Brothers & Co first reported a position in IBKR in Q4 2022 and held it in 1 quarter. The position peaked at $1.23K in Q4 2022. 431 funds tracked by Wall St. Rank hold IBKR as of Q1 2023.

  • Romano Brothers & Co reported no remaining Interactive Brokers position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 68 Interactive Brokers shares in Q1 2023, an estimated $1.23K.
  • Romano Brothers & Co first reported a position in Interactive Brokers in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Interactive Brokers position peaked at $1.23K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.