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Ten Capital Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Ten Capital 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
-48
Closed -$868 – 610
2022
Q4 		$868 Buy
+48
New +$897 ﹤0.01% 485

Other funds holding IBKR

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $665M AUM 25.91% 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 $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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Ten Capital Wealth Advisors's IBKR Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Interactive Brokers (IBKR) in Q1 2023, closing a stake of 48 shares — an estimated $868 sold.

Ten Capital Wealth Advisors first reported a position in IBKR in Q4 2022 and held it in 1 quarter. The position peaked at $868 in Q4 2022. 431 funds tracked by Wall St. Rank hold IBKR as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Interactive Brokers position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 48 Interactive Brokers shares in Q1 2023, an estimated $868.
  • Ten Capital Wealth Advisors first reported a position in Interactive Brokers in Q4 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Interactive Brokers position peaked at $868 in Q4 2022.
  • 431 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.