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Safeguard Financial’s Interactive Brokers IBKR Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-608
Closed -$12K – 286
2023
Q2 		$12K Buy
+608
New +$12K 0.01% 317

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Financial's IBKR Position: Q3 2023 in Review

Safeguard Financial sold out of Interactive Brokers (IBKR) in Q3 2023, closing a stake of 608 shares — an estimated $12K sold.

Safeguard Financial first reported a position in IBKR in Q2 2023 and held it in 1 quarter. The position peaked at $12K in Q2 2023. 435 funds tracked by Wall St. Rank hold IBKR as of Q3 2023.

  • Safeguard Financial reported no remaining Interactive Brokers position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 608 Interactive Brokers shares in Q3 2023, an estimated $12K.
  • Safeguard Financial first reported a position in Interactive Brokers in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Interactive Brokers position peaked at $12K in Q2 2023.
  • 435 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.