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Tyler-Stone Wealth Management’s Interactive Brokers IBKR Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-6,600
Closed -$91K – 879
2022
Q2 		$91K Hold
6,600
– – 0.06% 253
2022
Q1 		$109K Hold
6,600
– – 0.06% 244
2021
Q4 		$131K Buy
+6,600
New +$123K 0.07% 236

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $32.2B AUM 10.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Tyler-Stone Wealth Management's IBKR Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of Interactive Brokers (IBKR) in Q3 2022, closing a stake of 6,600 shares — an estimated $91K sold.

Tyler-Stone Wealth Management first reported a position in IBKR in Q4 2021 and held it in 3 quarters. The position peaked at $131K in Q4 2021. 339 funds tracked by Wall St. Rank hold IBKR as of Q3 2022.

  • Tyler-Stone Wealth Management reported no remaining Interactive Brokers position as of Q3 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 6,600 Interactive Brokers shares in Q3 2022, an estimated $91K.
  • Tyler-Stone Wealth Management first reported a position in Interactive Brokers in Q4 2021 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Interactive Brokers position peaked at $131K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.