TCWP’s Interactive Brokers IBKR Stock Holding History

TCWP’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 Q2	–	Sell	-136	Closed	-$2K	–	941
2022 Q1	$2K	Buy	+136	New	+$2.34K	﹤0.01%	1327

Other funds holding IBKR

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

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

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

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

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

OAG

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

BCM

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

CCM

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

JFL

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

TCWP's IBKR Position: Q2 2022 in Review

TCWP sold out of Interactive Brokers (IBKR) in Q2 2022, closing a stake of 136 shares — an estimated $2K sold.

TCWP first reported a position in IBKR in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 343 funds tracked by Wall St. Rank hold IBKR as of Q2 2022.

TCWP reported no remaining Interactive Brokers position as of Q2 2022 after selling out during the quarter.
TCWP sold 136 Interactive Brokers shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Interactive Brokers in Q1 2022 and held it in 1 quarter.
TCWP's Interactive Brokers position peaked at $2K in Q1 2022.
343 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.