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Strategic Financial Concepts’s International Bancshares IBOC Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-67,810
Closed -$1K – 448
2024
Q2 		$1K Buy
+67,810
New +$3.82M ﹤0.01% 606

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Strategic Financial Concepts's IBOC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of International Bancshares (IBOC) in Q3 2024, closing a stake of 67,810 shares — an estimated $1K sold.

Strategic Financial Concepts first reported a position in IBOC in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 235 funds tracked by Wall St. Rank hold IBOC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining International Bancshares position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 67,810 International Bancshares shares in Q3 2024, an estimated $1K.
  • Strategic Financial Concepts first reported a position in International Bancshares in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's International Bancshares position peaked at $1K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held International Bancshares as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.