HighTower Advisors
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HighTower Advisors’s International Bancshares IBOC Stock Holding History

HighTower Advisors’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
Q3 		– Sell
-6,528
Closed -$291K – 3655
2023
Q2 		$291K Sell
6,528
-85
-1% -$3.7K ﹤0.01% 2584
2023
Q1 		$287K Buy
+6,613
New +$301K ﹤0.01% 2485

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Wellington Management Group
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State Street
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NRCM
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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
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

HighTower Advisors's IBOC Position: Q3 2023 in Review

HighTower Advisors sold out of International Bancshares (IBOC) in Q3 2023, closing a stake of 6,528 shares — an estimated $291K sold.

HighTower Advisors first reported a position in IBOC in Q1 2023 and held it in 2 quarters. The position peaked at $291K in Q2 2023. 185 funds tracked by Wall St. Rank hold IBOC as of Q3 2023.

  • HighTower Advisors reported no remaining International Bancshares position as of Q3 2023 after selling out during the quarter.
  • HighTower Advisors sold 6,528 International Bancshares shares in Q3 2023, an estimated $291K.
  • HighTower Advisors first reported a position in International Bancshares in Q1 2023 and held it in 2 quarters.
  • HighTower Advisors's International Bancshares position peaked at $291K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held International Bancshares as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.