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Capital Performance Advisors’s International Bancshares IBOC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-54
Closed -$3.23K – 1311
2024
Q3 		$3.23K Buy
+54
New +$3.32K ﹤0.01% 1321

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's IBOC Position: Q4 2024 in Review

Capital Performance Advisors sold out of International Bancshares (IBOC) in Q4 2024, closing a stake of 54 shares — an estimated $3.23K sold.

Capital Performance Advisors first reported a position in IBOC in Q3 2024 and held it in 1 quarter. The position peaked at $3.23K in Q3 2024. 242 funds tracked by Wall St. Rank hold IBOC as of Q4 2024.

  • Capital Performance Advisors reported no remaining International Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 54 International Bancshares shares in Q4 2024, an estimated $3.23K.
  • Capital Performance Advisors first reported a position in International Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's International Bancshares position peaked at $3.23K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held International Bancshares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.