AWM
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Avior Wealth Management’s International Bancshares IBOC Stock Holding History

Avior Wealth Management’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$561 – 2943
2024
Q1 		$561 Buy
+10
New +$531 ﹤0.01% 2541

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Avior Wealth Management's IBOC Position: Q2 2024 in Review

Avior Wealth Management sold out of International Bancshares (IBOC) in Q2 2024, closing a stake of 10 shares — an estimated $561 sold.

Avior Wealth Management first reported a position in IBOC in Q1 2024 and held it in 1 quarter. The position peaked at $561 in Q1 2024. 209 funds tracked by Wall St. Rank hold IBOC as of Q2 2024.

  • Avior Wealth Management reported no remaining International Bancshares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 International Bancshares shares in Q2 2024, an estimated $561.
  • Avior Wealth Management first reported a position in International Bancshares in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's International Bancshares position peaked at $561 in Q1 2024.
  • 209 funds tracked by Wall St. Rank held International Bancshares as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.