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Schubert & Co’s Interactive Brokers IBKR Stock Holding History

Schubert & 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
Q2 		– Sell
-40
Closed -$826 – 723
2023
Q1 		$826 Hold
40
– – ﹤0.01% 1269
2022
Q4 		$724 Sell
40
-12
-23% -$224 ﹤0.01% 1289
2022
Q3 		$1K Buy
52
+20
+63% +$308 ﹤0.01% 1124
2022
Q2 		$0 Buy
32
+24
+300% +$356 ﹤0.01% 1515
2022
Q1 		$0 Sell
8
-12
-60% -$207 ﹤0.01% 1188
2021
Q4 		$0 Buy
+20
New +$372 ﹤0.01% 1131

Other funds holding IBKR

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BlackRock New York $5.7T 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 $93.4B AUM 35.1% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return