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Intercontinental Wealth Advisors’s BP BP Stock Holding History

Intercontinental Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-293
Closed -$11K – 171
2019
Q4 		$11K Sell
293
-180
-38% -$6.83K 0.01% 268
2019
Q3 		$18K Buy
+473
New +$18K 0.01% 287

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Intercontinental Wealth Advisors's BP Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of BP (BP) in Q1 2020, closing a stake of 293 shares — an estimated $11K sold.

Intercontinental Wealth Advisors first reported a position in BP in Q3 2019 and held it in 2 quarters. The position peaked at $18K in Q3 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 293 BP shares in Q1 2020, an estimated $11K.
  • Intercontinental Wealth Advisors first reported a position in BP in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's BP position peaked at $18K in Q3 2019.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.