Washington Trust’s Interactive Brokers IBKR Stock Holding History

Washington Trust’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 Q1	–	Sell	-2,000	Closed	-$40K	–	966
2021 Q4	$40K	Hold	2,000	–	–	﹤0.01%	473
2021 Q3	$31K	Hold	2,000	–	–	﹤0.01%	608
2021 Q2	$33K	Hold	2,000	–	–	﹤0.01%	607
2021 Q1	$37K	Hold	2,000	–	–	﹤0.01%	566
2020 Q4	$30K	Hold	2,000	–	–	﹤0.01%	596
2020 Q3	$24K	Hold	2,000	–	–	﹤0.01%	588
2020 Q2	$21K	Hold	2,000	–	–	﹤0.01%	549
2020 Q1	$22K	Buy	+2,000	New	+$24.2K	﹤0.01%	527

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Washington Trust's IBKR Position: Q1 2022 in Review

Washington Trust sold out of Interactive Brokers (IBKR) in Q1 2022, closing a stake of 2,000 shares — an estimated $40K sold.

Washington Trust first reported a position in IBKR in Q1 2020 and held it in 8 quarters. The position peaked at $40K in Q4 2021. 347 funds tracked by Wall St. Rank hold IBKR as of Q1 2022.

Washington Trust reported no remaining Interactive Brokers position as of Q1 2022 after selling out during the quarter.
Washington Trust sold 2,000 Interactive Brokers shares in Q1 2022, an estimated $40K.
Washington Trust first reported a position in Interactive Brokers in Q1 2020 and held it in 8 quarters.
Washington Trust's Interactive Brokers position peaked at $40K in Q4 2021.
347 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2022.

Based on Washington Trust's 13F filing for Q1 2022, filed 5 May 2022.