Intercontinental Wealth Advisors’s Alamo Group ALG Stock Holding History

Intercontinental Wealth Advisors’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$250K	Hold	1,360	–	–	0.06%	284
2023 Q1	$250K	Buy	+1,360	New	+$224K	0.06%	278
2022 Q1	–	Sell	-1,360	Closed	-$200K	–	281
2021 Q4	$200K	Buy	+1,360	New	+$202K	0.04%	283
2021 Q3	–	Sell	-1,360	Closed	-$208K	–	282
2021 Q2	$208K	Hold	1,360	–	–	0.04%	275
2021 Q1	$212K	Buy	+1,360	New	+$207K	0.05%	262

Other funds holding ALG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Intercontinental Wealth Advisors held its Alamo Group (ALG) position steady in Q2 2023 at 1,360 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #284.

Intercontinental Wealth Advisors first reported a position in ALG in Q1 2021 and has held it in 5 quarters since. The position peaked at $250K in Q1 2023. 220 funds tracked by Wall St. Rank hold ALG as of Q2 2023.

Intercontinental Wealth Advisors held 1,360 shares of Alamo Group worth $250K as of Q2 2023.
Intercontinental Wealth Advisors left its Alamo Group share count unchanged in Q2 2023.
Alamo Group made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #284 holding.
Intercontinental Wealth Advisors first reported a position in Alamo Group in Q1 2021 and has held it in 5 quarters since.
Intercontinental Wealth Advisors's Alamo Group position peaked at $250K in Q1 2023.
220 funds tracked by Wall St. Rank held Alamo Group as of Q2 2023.

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