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Triad Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-56
Closed -$1.72K – 433
2024
Q2 		$1.72K Buy
+56
New +$1.67K ﹤0.01% 787

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OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triad Wealth Partners's IBKR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Interactive Brokers (IBKR) in Q3 2024, closing a stake of 56 shares — an estimated $1.72K sold.

Triad Wealth Partners first reported a position in IBKR in Q2 2024 and held it in 1 quarter. The position peaked at $1.72K in Q2 2024. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2024.

  • Triad Wealth Partners reported no remaining Interactive Brokers position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 56 Interactive Brokers shares in Q3 2024, an estimated $1.72K.
  • Triad Wealth Partners first reported a position in Interactive Brokers in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Interactive Brokers position peaked at $1.72K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.