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Freedom Investment Management’s International Bancshares IBOC Stock Holding History

Freedom Investment 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
Q3 		– Sell
-3,507
Closed -$201K – 797
2024
Q2 		$201K Sell
3,507
-431
-11% -$24.3K 0.02% 726
2024
Q1 		$221K Buy
+3,938
New +$209K 0.02% 709

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Freedom Investment Management's IBOC Position: Q3 2024 in Review

Freedom Investment Management sold out of International Bancshares (IBOC) in Q3 2024, closing a stake of 3,507 shares — an estimated $201K sold.

Freedom Investment Management first reported a position in IBOC in Q1 2024 and held it in 2 quarters. The position peaked at $221K in Q1 2024. 235 funds tracked by Wall St. Rank hold IBOC as of Q3 2024.

  • Freedom Investment Management reported no remaining International Bancshares position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 3,507 International Bancshares shares in Q3 2024, an estimated $201K.
  • Freedom Investment Management first reported a position in International Bancshares in Q1 2024 and held it in 2 quarters.
  • Freedom Investment Management's International Bancshares position peaked at $221K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held International Bancshares as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.