TCI Wealth Advisors’s International Bancshares IBOC Stock Holding History

TCI 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
2023 Q2	–	Sell	-163	Closed	-$6.98K	–	1127
2023 Q1	$6.98K	Hold	163	–	–	﹤0.01%	1304
2022 Q4	$7.46K	Hold	163	–	–	﹤0.01%	1268
2022 Q3	$7K	Buy	163 +5	+3%	+$213	﹤0.01%	1256
2022 Q2	$6K	Hold	158	–	–	﹤0.01%	1353
2022 Q1	$7K	Hold	158	–	–	﹤0.01%	1319
2021 Q4	$7K	Hold	158	–	–	﹤0.01%	1420
2021 Q3	$7K	Buy	158 +56	+55%	+$2.29K	﹤0.01%	1355
2021 Q2	$4K	Sell	102 -16	-14%	-$747	﹤0.01%	1581
2021 Q1	$5K	Buy	+118	New	+$5.18K	﹤0.01%	1264

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's IBOC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of International Bancshares (IBOC) in Q2 2023, closing a stake of 163 shares — an estimated $6.98K sold.

TCI Wealth Advisors first reported a position in IBOC in Q1 2021 and held it in 9 quarters. The position peaked at $7.46K in Q4 2022. 191 funds tracked by Wall St. Rank hold IBOC as of Q2 2023.

TCI Wealth Advisors reported no remaining International Bancshares position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 163 International Bancshares shares in Q2 2023, an estimated $6.98K.
TCI Wealth Advisors first reported a position in International Bancshares in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's International Bancshares position peaked at $7.46K in Q4 2022.
191 funds tracked by Wall St. Rank held International Bancshares as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.