IWA
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Intercontinental Wealth Advisors’s Americold COLD Stock Holding History

Intercontinental Wealth Advisors’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-156
Closed -$5K – 186
2019
Q4 		$5K Sell
156
-111
-42% -$4.08K ﹤0.01% 309
2019
Q3 		$10K Buy
+267
New +$9.39K 0.01% 339

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Intercontinental Wealth Advisors sold out of Americold (COLD) in Q1 2020, closing a stake of 156 shares — an estimated $5K sold.

Intercontinental Wealth Advisors first reported a position in COLD in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 329 funds tracked by Wall St. Rank hold COLD as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Americold position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 156 Americold shares in Q1 2020, an estimated $5K.
  • Intercontinental Wealth Advisors first reported a position in Americold in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Americold position peaked at $10K in Q3 2019.
  • 329 funds tracked by Wall St. Rank held Americold as of Q1 2020.

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