Intercontinental Wealth Advisors’s Chemed CHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$412K	Buy	761 +26	+4%	+$14.2K	0.1%	211
2023 Q1	$395K	Sell	735 -35	-5%	-$17.8K	0.1%	222
2022 Q4	$393K	Sell	770 -13	-2%	-$6.33K	0.12%	197
2022 Q3	$342K	Buy	783 +15	+2%	+$7.21K	0.11%	206
2022 Q2	$360K	Sell	768 -10	-1%	-$4.88K	0.1%	202
2022 Q1	$394K	Buy	778 +4	+0.5%	+$1.92K	0.09%	207
2021 Q4	$409K	Buy	774 +339	+78%	+$163K	0.09%	207
2021 Q3	$202K	Sell	435 -80	-16%	-$37.7K	0.05%	274
2021 Q2	$244K	Buy	515 +78	+18%	+$37.5K	0.05%	259
2021 Q1	$201K	Buy	+437	New	+$214K	0.04%	267

Other funds holding CHE

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Intercontinental Wealth Advisors increased its Chemed (CHE) stake by 3.5% in Q2 2023, buying an estimated $14.2K and bringing the position to 761 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #211.

Intercontinental Wealth Advisors first reported a position in CHE in Q1 2021 and has held it in 10 quarters since. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

Intercontinental Wealth Advisors held 761 shares of Chemed worth $412K as of Q2 2023.
Intercontinental Wealth Advisors bought 26 Chemed shares in Q2 2023, an estimated $14.2K.
Chemed made up 0.1% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #211 holding.
Intercontinental Wealth Advisors first reported a position in Chemed in Q1 2021 and has held it in 10 quarters since.
464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

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