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Laffer Tengler Investments’s International Bancshares IBOC Stock Holding History

Laffer Tengler Investments’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
-3,530
Closed -$156K – 354
2023
Q2 		$156K Buy
3,530
+9
+0.3% +$391 0.04% 220
2023
Q1 		$151K Sell
3,521
-81
-2% -$3.68K 0.04% 220
2022
Q4 		$165K Buy
+3,602
New +$173K 0.05% 210

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
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

Laffer Tengler Investments's IBOC Position: Q3 2023 in Review

Laffer Tengler Investments sold out of International Bancshares (IBOC) in Q3 2023, closing a stake of 3,530 shares — an estimated $156K sold.

Laffer Tengler Investments first reported a position in IBOC in Q4 2022 and held it in 3 quarters. The position peaked at $165K in Q4 2022. 185 funds tracked by Wall St. Rank hold IBOC as of Q3 2023.

  • Laffer Tengler Investments reported no remaining International Bancshares position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 3,530 International Bancshares shares in Q3 2023, an estimated $156K.
  • Laffer Tengler Investments first reported a position in International Bancshares in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's International Bancshares position peaked at $165K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held International Bancshares as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.