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Teamwork Financial Advisors’s International Bancshares IBOC Stock Holding History

Teamwork Financial 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
Q2 		– Sell
-4,586
Closed -$213K – 250
2021
Q1 		$213K Buy
+4,586
New +$201K 0.05% 221
2020
Q4 		– Sell
-9,176
Closed -$239K – 201
2020
Q3 		$239K Sell
9,176
-672
-7% -$20.5K 0.07% 158
2020
Q2 		$315K Sell
9,848
-14,394
-59% -$414K 0.11% 140
2020
Q1 		$652K Sell
24,242
-6,755
-22% -$242K 0.4% 51
2019
Q4 		$1.33M Buy
+30,997
New +$1.28M 0.8% 26

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Teamwork Financial Advisors's IBOC Position: Q2 2021 in Review

Teamwork Financial Advisors sold out of International Bancshares (IBOC) in Q2 2021, closing a stake of 4,586 shares — an estimated $213K sold.

Teamwork Financial Advisors first reported a position in IBOC in Q4 2019 and held it in 5 quarters. The position peaked at $1.33M in Q4 2019. 184 funds tracked by Wall St. Rank hold IBOC as of Q2 2021.

  • Teamwork Financial Advisors reported no remaining International Bancshares position as of Q2 2021 after selling out during the quarter.
  • Teamwork Financial Advisors sold 4,586 International Bancshares shares in Q2 2021, an estimated $213K.
  • Teamwork Financial Advisors first reported a position in International Bancshares in Q4 2019 and held it in 5 quarters.
  • Teamwork Financial Advisors's International Bancshares position peaked at $1.33M in Q4 2019.
  • 184 funds tracked by Wall St. Rank held International Bancshares as of Q2 2021.

Based on Teamwork Financial Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.