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Harvest Group Wealth Management’s International Bancshares IBOC Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-60
Closed -$2K – 716
2019
Q4 		$2K Hold
60
– – ﹤0.01% 624
2019
Q3 		$2K Buy
60
+33
+122% +$1.21K ﹤0.01% 705
2019
Q2 		$1K Hold
27
– – ﹤0.01% 737
2019
Q1 		$1K Buy
+27
New +$1.02K ﹤0.01% 784

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's IBOC Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of International Bancshares (IBOC) in Q1 2020, closing a stake of 60 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in IBOC in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 161 funds tracked by Wall St. Rank hold IBOC as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining International Bancshares position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 60 International Bancshares shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in International Bancshares in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's International Bancshares position peaked at $2K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held International Bancshares as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.