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Intercontinental Wealth Advisors’s Equinor EQNR Stock Holding History

Intercontinental Wealth Advisors’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$462K Buy
15,815
+1,752
+12% +$49.9K 0.11% 195
2023
Q1 		$400K Buy
14,063
+39
+0.3% +$1.18K 0.1% 221
2022
Q4 		$502K Buy
+14,024
New +$503K 0.15% 158

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Intercontinental Wealth Advisors increased its Equinor (EQNR) stake by 12% in Q2 2023, buying an estimated $49.9K and bringing the position to 15,815 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #195.

Intercontinental Wealth Advisors first reported a position in EQNR in Q4 2022 and has held it in 3 quarters since. The position peaked at $502K in Q4 2022. 320 funds tracked by Wall St. Rank hold EQNR as of Q2 2023.

  • Intercontinental Wealth Advisors held 15,815 shares of Equinor worth $462K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 1,752 Equinor shares in Q2 2023, an estimated $49.9K.
  • Equinor made up 0.11% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #195 holding.
  • Intercontinental Wealth Advisors first reported a position in Equinor in Q4 2022 and has held it in 3 quarters since.
  • Intercontinental Wealth Advisors's Equinor position peaked at $502K in Q4 2022.
  • 320 funds tracked by Wall St. Rank held Equinor as of Q2 2023.

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