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Pictet Asset Management (Switzerland)’s International Bancshares IBOC Stock Holding History

Pictet Asset Management (Switzerland)’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
Q2 		$259K Sell
5,864
-1,185
-17% -$51.5K ﹤0.01% 1591
2023
Q1 		$302K Hold
7,049
– – ﹤0.01% 1488
2022
Q4 		$323K Buy
+7,049
New +$339K ﹤0.01% 1464

Other funds holding IBOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 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
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s IBOC Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its International Bancshares (IBOC) stake by 17% in Q2 2023, selling an estimated $51.5K and leaving 5,864 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Pictet Asset Management (Switzerland) first reported a position in IBOC in Q4 2022 and has held it in 3 quarters since. The position peaked at $323K in Q4 2022. 191 funds tracked by Wall St. Rank hold IBOC as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 5,864 shares of International Bancshares worth $259K as of Q2 2023.
  • Pictet Asset Management (Switzerland) sold 1,185 International Bancshares shares in Q2 2023, an estimated $51.5K.
  • International Bancshares made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1591 holding.
  • Pictet Asset Management (Switzerland) first reported a position in International Bancshares in Q4 2022 and has held it in 3 quarters since.
  • Pictet Asset Management (Switzerland)'s International Bancshares position peaked at $323K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held International Bancshares as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.