Sutton Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Sutton Wealth Advisors’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	-24	Closed	-$434	–	1157
2022 Q4	$434	Buy	24 +8	+50%	+$149	﹤0.01%	1515
2022 Q3	$256	Buy	16 +4	+33%	+$62	﹤0.01%	1538
2022 Q2	$165	Buy	+12	New	+$178	﹤0.01%	1582
2022 Q1	–	Sell	-44	Closed	-$874	–	1670
2021 Q4	$874	Buy	+44	New	+$819	﹤0.01%	1357
2018 Q1	–	Sell	-3,440	Closed	-$50.9K	–	1135
2017 Q4	$50.9K	Hold	3,440	–	–	0.04%	270
2017 Q3	$38.7K	Hold	3,440	–	–	0.03%	335
2017 Q2	$32.2K	Hold	3,440	–	–	0.03%	369
2017 Q1	$29.9K	Hold	3,440	–	–	0.03%	375
2016 Q4	$31.4K	Hold	3,440	–	–	0.03%	361
2016 Q3	$30.3K	Hold	3,440	–	–	0.03%	346
2016 Q2	$30.4K	Sell	3,440 -868	-20%	-$8.28K	0.03%	330
2016 Q1	$42.3K	Buy	+4,308	New	+$38K	0.04%	271

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 New York $20.2B AUM 17.52% 1-Year Est. Return

Sutton Wealth Advisors's IBKR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Interactive Brokers (IBKR) in Q1 2023, closing a stake of 24 shares — an estimated $434 sold.

Sutton Wealth Advisors first reported a position in IBKR in Q1 2016 and held it in 12 quarters. The position peaked at $50.9K in Q4 2017. 431 funds tracked by Wall St. Rank hold IBKR as of Q1 2023.

Sutton Wealth Advisors reported no remaining Interactive Brokers position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 24 Interactive Brokers shares in Q1 2023, an estimated $434.
Sutton Wealth Advisors first reported a position in Interactive Brokers in Q1 2016 and held it in 12 quarters.
Sutton Wealth Advisors's Interactive Brokers position peaked at $50.9K in Q4 2017.
431 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.