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Intercontinental Wealth Advisors’s Ford F Stock Holding History

Intercontinental Wealth Advisors’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,159
Closed -$141K – 307
2023
Q1 		$141K Sell
11,159
-38
-0.3% -$476 0.04% 302
2022
Q4 		$130K Buy
11,197
+31
+0.3% +$398 0.04% 262
2022
Q3 		$125K Buy
11,166
+722
+7% +$10.1K 0.04% 263
2022
Q2 		$116K Buy
+10,444
New +$143K 0.03% 272

Other funds holding F

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Intercontinental Wealth Advisors sold out of Ford (F) in Q2 2023, closing a stake of 11,159 shares — an estimated $141K sold.

Intercontinental Wealth Advisors first reported a position in F in Q2 2022 and held it in 4 quarters. The position peaked at $141K in Q1 2023. 1,650 funds tracked by Wall St. Rank hold F as of Q2 2023.

  • Intercontinental Wealth Advisors reported no remaining Ford position as of Q2 2023 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 11,159 Ford shares in Q2 2023, an estimated $141K.
  • Intercontinental Wealth Advisors first reported a position in Ford in Q2 2022 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Ford position peaked at $141K in Q1 2023.
  • 1,650 funds tracked by Wall St. Rank held Ford as of Q2 2023.

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