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Financial Gravity Asset Management’s International Bancshares IBOC Stock Holding History

Financial Gravity Asset 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
-6
Closed -$344 – 1916
2024
Q1 		$344 Buy
+6
New +$319 ﹤0.01% 1484
2023
Q3 		– Sell
-44
Closed -$1.33K – 1488
2023
Q2 		$1.33K Buy
44
+1
+2% +$43 ﹤0.01% 739
2023
Q1 		$3 Buy
+43
New +$1.96K ﹤0.01% 967

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

Financial Gravity Asset Management's IBOC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of International Bancshares (IBOC) in Q2 2024, closing a stake of 6 shares — an estimated $344 sold.

Financial Gravity Asset Management first reported a position in IBOC in Q1 2023 and held it in 3 quarters. The position peaked at $1.33K in Q2 2023. 209 funds tracked by Wall St. Rank hold IBOC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining International Bancshares position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 6 International Bancshares shares in Q2 2024, an estimated $344.
  • Financial Gravity Asset Management first reported a position in International Bancshares in Q1 2023 and held it in 3 quarters.
  • Financial Gravity Asset Management's International Bancshares position peaked at $1.33K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held International Bancshares as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.