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VisionPoint Advisory Group’s Interactive Brokers IBKR Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-140
Closed -$4.29K – 485
2024
Q2 		$4.29K Hold
140
– – ﹤0.01% 572
2024
Q1 		$3.91K Hold
140
– – ﹤0.01% 582
2023
Q4 		$2.9K Buy
140
+128
+1,067% +$2.62K ﹤0.01% 568
2023
Q3 		$260 Buy
+12
New +$267 ﹤0.01% 650

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

VisionPoint Advisory Group's IBKR Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Interactive Brokers (IBKR) in Q3 2024, closing a stake of 140 shares — an estimated $4.29K sold.

VisionPoint Advisory Group first reported a position in IBKR in Q3 2023 and held it in 4 quarters. The position peaked at $4.29K in Q2 2024. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Interactive Brokers position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 140 Interactive Brokers shares in Q3 2024, an estimated $4.29K.
  • VisionPoint Advisory Group first reported a position in Interactive Brokers in Q3 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Interactive Brokers position peaked at $4.29K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.