Intercontinental Wealth Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.67M Sell
46,148
-3,183
-6% -$113K 0.4% 45
2023
Q1
$1.77M Buy
+49,331
New +$1.81M 0.45% 36

Other funds holding AIRC

Intercontinental Wealth Advisors's AIRC Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Apartment Income REIT Corp. (AIRC) stake by 6.5% in Q2 2023, selling an estimated $113K and leaving 46,148 shares worth $1.67M. The position accounts for 0.4% of the portfolio, ranked #45.

Intercontinental Wealth Advisors first reported a position in AIRC in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.77M in Q1 2023. 304 funds tracked by Wall St. Rank hold AIRC as of Q2 2023.

  • Intercontinental Wealth Advisors held 46,148 shares of Apartment Income REIT Corp. worth $1.67M as of Q2 2023.
  • Intercontinental Wealth Advisors sold 3,183 Apartment Income REIT Corp. shares in Q2 2023, an estimated $113K.
  • Apartment Income REIT Corp. made up 0.4% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #45 holding.
  • Intercontinental Wealth Advisors first reported a position in Apartment Income REIT Corp. in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Apartment Income REIT Corp. position peaked at $1.77M in Q1 2023.
  • 304 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.