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Regent Peak Wealth Advisors’s International Bancshares IBOC Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-11
Closed – – 532
2020
Q4 		$0 Buy
+11
New +$349 ﹤0.01% 1092

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Regent Peak Wealth Advisors's IBOC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of International Bancshares (IBOC) in Q1 2021, closing a stake of 11 shares.

Regent Peak Wealth Advisors first reported a position in IBOC in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 179 funds tracked by Wall St. Rank hold IBOC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining International Bancshares position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11 International Bancshares shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in International Bancshares in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's International Bancshares position peaked at $0 in Q4 2020.
  • 179 funds tracked by Wall St. Rank held International Bancshares as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.