Evoke Wealth’s International Bancshares IBOC Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-100	Closed	-$4K	–	723
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	919
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	932
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	950
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	938
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	885
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	933
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	847
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	765
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	773
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	792
2020 Q1	$2.74K	Hold	100	–	–	﹤0.01%	751
2019 Q4	$4.31K	Hold	100	–	–	﹤0.01%	942
2019 Q3	$3.92K	Buy	+100	New	+$3.66K	﹤0.01%	1061

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's IBOC Position: Q4 2022 in Review

Evoke Wealth sold out of International Bancshares (IBOC) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Evoke Wealth first reported a position in IBOC in Q3 2019 and held it in 13 quarters. The position peaked at $5K in Q1 2021. 195 funds tracked by Wall St. Rank hold IBOC as of Q4 2022.

Evoke Wealth reported no remaining International Bancshares position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 100 International Bancshares shares in Q4 2022, an estimated $4K.
Evoke Wealth first reported a position in International Bancshares in Q3 2019 and held it in 13 quarters.
Evoke Wealth's International Bancshares position peaked at $5K in Q1 2021.
195 funds tracked by Wall St. Rank held International Bancshares as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.