swisspartners’s Interactive Brokers IBKR Stock Holding History

swisspartners’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 Q4	$348K	Buy	19,264 +864	+5%	+$16.1K	0.44%	45
2022 Q3	$294K	Hold	18,400	–	–	0.3%	57
2022 Q2	$261K	Hold	18,400	–	–	0.25%	60
2022 Q1	$303K	Hold	18,400	–	–	0.24%	65
2021 Q4	$370K	Hold	18,400	–	–	0.26%	64
2021 Q3	$287K	Hold	18,400	–	–	0.22%	66
2021 Q2	$302K	Hold	18,400	–	–	0.21%	71
2021 Q1	$337K	Sell	18,400 -255,332	-93%	-$4.6M	0.27%	64
2020 Q4	$4.1M	Buy	+273,732	New	+$3.63M	3.59%	11

Other funds holding IBKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

swisspartners's IBKR Position: Q4 2022 in Review

swisspartners increased its Interactive Brokers (IBKR) stake by 4.7% in Q4 2022, buying an estimated $16.1K and bringing the position to 19,264 shares worth $348K. The position accounts for 0.44% of the portfolio, ranked #45.

swisspartners first reported a position in IBKR in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.1M in Q4 2020. 402 funds tracked by Wall St. Rank hold IBKR as of Q4 2022.

swisspartners held 19,264 shares of Interactive Brokers worth $348K as of Q4 2022.
swisspartners bought 864 Interactive Brokers shares in Q4 2022, an estimated $16.1K.
Interactive Brokers made up 0.44% of swisspartners's portfolio in Q4 2022, its #45 holding.
swisspartners first reported a position in Interactive Brokers in Q4 2020 and has held it in 9 quarters since.
swisspartners's Interactive Brokers position peaked at $4.1M in Q4 2020.
402 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.