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Trinity Legacy Partners’s International Bancshares IBOC Stock Holding History

Trinity Legacy Partners’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
Q3 		– Sell
-5,200
Closed -$212K – 117
2021
Q2 		$212K Sell
5,200
-400
-7% -$18.7K 0.08% 96
2021
Q1 		$265K Sell
5,600
-5,371
-49% -$236K 0.11% 76
2020
Q4 		$411K Hold
10,971
– – 0.19% 55
2020
Q3 		$308K Hold
10,971
– – 0.15% 62
2020
Q2 		$333K Hold
10,971
– – 0.17% 57
2020
Q1 		$290K Hold
10,971
– – 0.2% 52
2019
Q4 		$475K Hold
10,971
– – 0.22% 56
2019
Q3 		$422K Hold
10,971
– – 0.21% 43
2019
Q2 		$370K Buy
+10,971
New +$430K 0.25% 36

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trinity Legacy Partners's IBOC Position: Q3 2021 in Review

Trinity Legacy Partners sold out of International Bancshares (IBOC) in Q3 2021, closing a stake of 5,200 shares — an estimated $212K sold.

Trinity Legacy Partners first reported a position in IBOC in Q2 2019 and held it in 9 quarters. The position peaked at $475K in Q4 2019. 189 funds tracked by Wall St. Rank hold IBOC as of Q3 2021.

  • Trinity Legacy Partners reported no remaining International Bancshares position as of Q3 2021 after selling out during the quarter.
  • Trinity Legacy Partners sold 5,200 International Bancshares shares in Q3 2021, an estimated $212K.
  • Trinity Legacy Partners first reported a position in International Bancshares in Q2 2019 and held it in 9 quarters.
  • Trinity Legacy Partners's International Bancshares position peaked at $475K in Q4 2019.
  • 189 funds tracked by Wall St. Rank held International Bancshares as of Q3 2021.

Based on Trinity Legacy Partners's 13F filing for Q3 2021, filed 12 Oct 2021.