Intercontinental Wealth Advisors’s DuPont de Nemours DD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,593	Closed	-$231K	–	275
2020 Q4	$231K	Buy	+2,593	New	+$204K	0.06%	227
2020 Q1	–	Sell	-102	Closed	-$7K	–	195
2019 Q4	$7K	Hold	102	–	–	0.01%	299
2019 Q3	$9K	Hold	102	–	–	0.01%	347
2019 Q2	$10K	Sell	102 -50	-33%	-$5.97K	0.01%	324
2019 Q1	$20K	Hold	152	–	–	0.01%	308
2018 Q4	$21K	Buy	+152	New	+$21.8K	0.01%	305
2018 Q1	–	Sell	-1,225	Closed	-$221K	–	141
2017 Q4	$221K	Buy	+1,225	New	+$221K	0.12%	133

Other funds holding DD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intercontinental Wealth Advisors's DD Position: Q1 2021 in Review

Intercontinental Wealth Advisors sold out of DuPont de Nemours (DD) in Q1 2021, closing a stake of 2,593 shares — an estimated $231K sold.

Intercontinental Wealth Advisors first reported a position in DD in Q4 2017 and held it in 7 quarters. The position peaked at $231K in Q4 2020. 1,293 funds tracked by Wall St. Rank hold DD as of Q1 2021.

Intercontinental Wealth Advisors reported no remaining DuPont de Nemours position as of Q1 2021 after selling out during the quarter.
Intercontinental Wealth Advisors sold 2,593 DuPont de Nemours shares in Q1 2021, an estimated $231K.
Intercontinental Wealth Advisors first reported a position in DuPont de Nemours in Q4 2017 and held it in 7 quarters.
Intercontinental Wealth Advisors's DuPont de Nemours position peaked at $231K in Q4 2020.
1,293 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.