VWM
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Valley Wealth Managers’s Interactive Brokers IBKR Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-132
Closed -$2K – 411
2022
Q3 		$2K Hold
132
– – ﹤0.01% 369
2022
Q2 		$2K Buy
+132
New +$1.96K ﹤0.01% 384

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Valley Wealth Managers's IBKR Position: Q4 2022 in Review

Valley Wealth Managers sold out of Interactive Brokers (IBKR) in Q4 2022, closing a stake of 132 shares — an estimated $2K sold.

Valley Wealth Managers first reported a position in IBKR in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 400 funds tracked by Wall St. Rank hold IBKR as of Q4 2022.

  • Valley Wealth Managers reported no remaining Interactive Brokers position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 132 Interactive Brokers shares in Q4 2022, an estimated $2K.
  • Valley Wealth Managers first reported a position in Interactive Brokers in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's Interactive Brokers position peaked at $2K in Q3 2022.
  • 400 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.