V
IBKR icon

Veritable’s Interactive Brokers IBKR Stock Holding History

Veritable’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
2023
Q3 		– Sell
-13,176
Closed -$274K – 366
2023
Q2 		$274K Sell
13,176
-1,392
-10% -$27.5K ﹤0.01% 737
2023
Q1 		$301K Buy
+14,568
New +$297K ﹤0.01% 690

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Veritable's IBKR Position: Q3 2023 in Review

Veritable sold out of Interactive Brokers (IBKR) in Q3 2023, closing a stake of 13,176 shares — an estimated $274K sold.

Veritable first reported a position in IBKR in Q1 2023 and held it in 2 quarters. The position peaked at $301K in Q1 2023. 435 funds tracked by Wall St. Rank hold IBKR as of Q3 2023.

  • Veritable reported no remaining Interactive Brokers position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 13,176 Interactive Brokers shares in Q3 2023, an estimated $274K.
  • Veritable first reported a position in Interactive Brokers in Q1 2023 and held it in 2 quarters.
  • Veritable's Interactive Brokers position peaked at $301K in Q1 2023.
  • 435 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.