FORA Capital’s International Bancshares IBOC Stock Holding History

FORA Capital’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
2023 Q1	–	Sell	-5,199	Closed	-$238K	–	599
2022 Q4	$238K	Buy	+5,199	New	+$250K	0.04%	414
2021 Q3	–	Sell	-973	Closed	-$42K	–	588
2021 Q2	$42K	Buy	+973	New	+$45.4K	0.01%	740
2020 Q3	–	Sell	-1,055	Closed	-$34K	–	796
2020 Q2	$34K	Buy	+1,055	New	+$30.3K	0.01%	723

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

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

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

NRCM

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

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 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

FORA Capital's IBOC Position: Q1 2023 in Review

FORA Capital sold out of International Bancshares (IBOC) in Q1 2023, closing a stake of 5,199 shares — an estimated $238K sold.

FORA Capital first reported a position in IBOC in Q2 2020 and held it in 3 quarters. The position peaked at $238K in Q4 2022. 187 funds tracked by Wall St. Rank hold IBOC as of Q1 2023.

FORA Capital reported no remaining International Bancshares position as of Q1 2023 after selling out during the quarter.
FORA Capital sold 5,199 International Bancshares shares in Q1 2023, an estimated $238K.
FORA Capital first reported a position in International Bancshares in Q2 2020 and held it in 3 quarters.
FORA Capital's International Bancshares position peaked at $238K in Q4 2022.
187 funds tracked by Wall St. Rank held International Bancshares as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.