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Wintrust Investments’s Interactive Brokers IBKR Stock Holding History

Wintrust Investments’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
Q4 		$44K Sell
1,000
-1,428
-59% -$60.1K 0.04% 273
2024
Q3 		$84K Sell
2,428
-22,472
-90% -$696K 0.06% 234
2024
Q2 		$763K Sell
24,900
-2,640
-10% -$78.8K 0.06% 230
2024
Q1 		$769K Sell
27,540
-10,600
-28% -$264K 0.07% 224
2023
Q4 		$790K Buy
+38,140
New +$781K 0.08% 208

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wintrust Investments's IBKR Position: Q4 2024 in Review

Wintrust Investments reduced its Interactive Brokers (IBKR) stake by 59% in Q4 2024, selling an estimated $60.1K and leaving 1,000 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #273.

Wintrust Investments first reported a position in IBKR in Q4 2023 and has held it in 5 quarters since. The position peaked at $790K in Q4 2023. 710 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

  • Wintrust Investments held 1,000 shares of Interactive Brokers worth $44K as of Q4 2024.
  • Wintrust Investments sold 1,428 Interactive Brokers shares in Q4 2024, an estimated $60.1K.
  • Interactive Brokers made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #273 holding.
  • Wintrust Investments first reported a position in Interactive Brokers in Q4 2023 and has held it in 5 quarters since.
  • Wintrust Investments's Interactive Brokers position peaked at $790K in Q4 2023.
  • 710 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.