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Intercontinental Wealth Advisors’s Dow Inc DOW Stock Holding History

Intercontinental Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$309K Sell
5,810
-441
-7% -$23.4K 0.07% 257
2023
Q1 		$343K Sell
6,251
-2
-0% -$113 0.09% 247
2022
Q4 		$315K Buy
6,253
+607
+11% +$29.7K 0.09% 229
2022
Q3 		$248K Buy
5,646
+36
+0.6% +$1.82K 0.08% 242
2022
Q2 		$290K Buy
5,610
+10
+0.2% +$640 0.08% 234
2022
Q1 		$357K Buy
+5,600
New +$338K 0.08% 217
2020
Q1 		– Sell
-128
Closed -$6K – 198
2019
Q4 		$6K Hold
128
– – 0.01% 303
2019
Q3 		$6K Hold
128
– – ﹤0.01% 378
2019
Q2 		$6K Buy
+128
New +$6.76K ﹤0.01% 354

Other funds holding DOW

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Intercontinental Wealth Advisors reduced its Dow Inc (DOW) stake by 7.1% in Q2 2023, selling an estimated $23.4K and leaving 5,810 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #257.

Intercontinental Wealth Advisors first reported a position in DOW in Q2 2019 and has held it in 9 quarters since. The position peaked at $357K in Q1 2022. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Intercontinental Wealth Advisors held 5,810 shares of Dow Inc worth $309K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 441 Dow Inc shares in Q2 2023, an estimated $23.4K.
  • Dow Inc made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #257 holding.
  • Intercontinental Wealth Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 9 quarters since.
  • Intercontinental Wealth Advisors's Dow Inc position peaked at $357K in Q1 2022.
  • 1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

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