SWA
IBKR icon

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 – 1158
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 – 1671
2021
Q4 		$874 Buy
+44
New +$819 ﹤0.01% 1357
2018
Q1 		– Sell
-3,440
Closed -$50.9K – 1136
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $18.8B AUM 17.33% 1-Year Est. Return