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Sound Income Strategies’s Interactive Brokers IBKR Stock Holding History

Sound Income Strategies’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
2022
Q3 		– Sell
-24
Closed – – 925
2022
Q2 		$0 Hold
24
– – ﹤0.01% 917
2022
Q1 		$0 Buy
+24
New +$413 ﹤0.01% 900

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Kayne Anderson Rudnick Investment Management
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Select Equity Group
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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
OAG
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Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return