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Verdad Advisers’s Interactive Brokers IBKR Stock Holding History

Verdad Advisers’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 		$807K Buy
23,176
+6,572
+40% +$204K 1.08% 28
2024
Q2 		$509K Buy
+16,604
New +$495K 0.59% 73

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
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

Verdad Advisers's IBKR Position: Q3 2024 in Review

Verdad Advisers increased its Interactive Brokers (IBKR) stake by 40% in Q3 2024, buying an estimated $204K and bringing the position to 23,176 shares worth $807K. The position accounts for 1.08% of the portfolio, ranked #28.

Verdad Advisers first reported a position in IBKR in Q2 2024 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2024.

  • Verdad Advisers held 23,176 shares of Interactive Brokers worth $807K as of Q3 2024.
  • Verdad Advisers bought 6,572 Interactive Brokers shares in Q3 2024, an estimated $204K.
  • Interactive Brokers made up 1.08% of Verdad Advisers's portfolio in Q3 2024, its #28 holding.
  • Verdad Advisers first reported a position in Interactive Brokers in Q2 2024 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.