CSWM
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Cassady Schiller Wealth Management’s International Bancshares IBOC Stock Holding History

Cassady Schiller 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
2022
Q1 		– Sell
-4
Closed – – 327
2021
Q4 		$0 Buy
+4
New +$172 ﹤0.01% 595

Other funds holding IBOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's IBOC Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of International Bancshares (IBOC) in Q1 2022, closing a stake of 4 shares.

Cassady Schiller Wealth Management first reported a position in IBOC in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 200 funds tracked by Wall St. Rank hold IBOC as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining International Bancshares position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 4 International Bancshares shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in International Bancshares in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's International Bancshares position peaked at $0 in Q4 2021.
  • 200 funds tracked by Wall St. Rank held International Bancshares as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.