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Orion Portfolio Solutions’s International Bancshares IBOC Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-112
Closed -$4K – 1169
2020
Q2 		$4K Buy
+112
New +$3.22K ﹤0.01% 1554
2020
Q1 		– Sell
-7
Closed – – 2075
2019
Q4 		$0 Buy
+7
New +$290 ﹤0.01% 1863

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's IBOC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of International Bancshares (IBOC) in Q3 2020, closing a stake of 112 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in IBOC in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 172 funds tracked by Wall St. Rank hold IBOC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining International Bancshares position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 112 International Bancshares shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in International Bancshares in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's International Bancshares position peaked at $4K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held International Bancshares as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.