GWAG
IBKC

Garrett Wealth Advisory Group’s IBERIABANK Corp IBKC Stock Holding History

Garrett Wealth Advisory Group’s Portfolio IBKC Stock Details IBKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-19
Closed -$1.44K – 731
2019
Q3 		$1.44K Buy
+19
New +$1.4K ﹤0.01% 638

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Garrett Wealth Advisory Group's IBKC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 19 shares — an estimated $1.44K sold.

Garrett Wealth Advisory Group first reported a position in IBKC in Q3 2019 and held it in 1 quarter. The position peaked at $1.44K in Q3 2019. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 19 IBERIABANK Corp shares in Q4 2019, an estimated $1.44K.
  • Garrett Wealth Advisory Group first reported a position in IBERIABANK Corp in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's IBERIABANK Corp position peaked at $1.44K in Q3 2019.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.