TCI Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

TCI 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 Q2	–	Sell	-4	Closed	-$83	–	1126
2023 Q1	$83	Hold	4	–	–	﹤0.01%	2409
2022 Q4	$72	Sell	4 -4	-50%	-$75	﹤0.01%	2417
2022 Q3	$0	Buy	+8	New	+$123	﹤0.01%	2400
2019 Q2	–	Sell	-60	Closed	-$1K	–	1479
2019 Q1	$1K	Hold	60	–	–	﹤0.01%	1231
2018 Q4	$1K	Hold	60	–	–	﹤0.01%	1227
2018 Q3	$1K	Hold	60	–	–	﹤0.01%	1235
2018 Q2	$1K	Hold	60	–	–	﹤0.01%	1302
2018 Q1	$1K	Buy	+60	New	+$993	﹤0.01%	1152
2016 Q4	–	Sell	-196	Closed	-$2K	–	1404
2016 Q3	$2K	Buy	196 +88	+81%	+$779	﹤0.01%	974
2016 Q2	$1K	Hold	108	–	–	﹤0.01%	1073
2016 Q1	$1K	Buy	+108	New	+$953	﹤0.01%	1086

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

OAG

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

TCI Wealth Advisors's IBKR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Interactive Brokers (IBKR) in Q2 2023, closing a stake of 4 shares — an estimated $83 sold.

TCI Wealth Advisors first reported a position in IBKR in Q1 2016 and held it in 11 quarters. The position peaked at $2K in Q3 2016. 422 funds tracked by Wall St. Rank hold IBKR as of Q2 2023.

TCI Wealth Advisors reported no remaining Interactive Brokers position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 4 Interactive Brokers shares in Q2 2023, an estimated $83.
TCI Wealth Advisors first reported a position in Interactive Brokers in Q1 2016 and held it in 11 quarters.
TCI Wealth Advisors's Interactive Brokers position peaked at $2K in Q3 2016.
422 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.