Ellevest Inc’s International Bancshares IBOC Stock Holding History

Ellevest Inc’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
2020 Q4	–	Sell	-104	Closed	-$3K	–	1264
2020 Q3	$3K	Buy	+104	New	+$3.18K	﹤0.01%	843

Other funds holding IBOC

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's IBOC Position: Q4 2020 in Review

Ellevest Inc sold out of International Bancshares (IBOC) in Q4 2020, closing a stake of 104 shares — an estimated $3K sold.

Ellevest Inc first reported a position in IBOC in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 166 funds tracked by Wall St. Rank hold IBOC as of Q4 2020.

Ellevest Inc reported no remaining International Bancshares position as of Q4 2020 after selling out during the quarter.
Ellevest Inc sold 104 International Bancshares shares in Q4 2020, an estimated $3K.
Ellevest Inc first reported a position in International Bancshares in Q3 2020 and held it in 1 quarter.
Ellevest Inc's International Bancshares position peaked at $3K in Q3 2020.
166 funds tracked by Wall St. Rank held International Bancshares as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.