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Trust Company of Vermont’s Interactive Brokers IBKR Stock Holding History

Trust Company of Vermont’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
Q2 		– Sell
-76
Closed -$2.12K – 920
2024
Q1 		$2.12K Buy
+76
New +$1.89K ﹤0.01% 783
2022
Q4 		– Sell
-252
Closed -$4K – 924
2022
Q3 		$4K Buy
+252
New +$3.88K ﹤0.01% 854

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Trust Company of Vermont's IBKR Position: Q2 2024 in Review

Trust Company of Vermont sold out of Interactive Brokers (IBKR) in Q2 2024, closing a stake of 76 shares — an estimated $2.12K sold.

Trust Company of Vermont first reported a position in IBKR in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 548 funds tracked by Wall St. Rank hold IBKR as of Q2 2024.

  • Trust Company of Vermont reported no remaining Interactive Brokers position as of Q2 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 76 Interactive Brokers shares in Q2 2024, an estimated $2.12K.
  • Trust Company of Vermont first reported a position in Interactive Brokers in Q3 2022 and held it in 2 quarters.
  • Trust Company of Vermont's Interactive Brokers position peaked at $4K in Q3 2022.
  • 548 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2024.

Based on Trust Company of Vermont's 13F filing for Q2 2024, filed 9 Jul 2024.