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Intercontinental Wealth Advisors’s H.B. Fuller FUL Stock Holding History

Intercontinental Wealth Advisors’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.27M Buy
17,767
+5,943
+50% +$391K 0.3% 68
2023
Q1 		$809K Sell
11,824
-30
-0.3% -$2.09K 0.21% 117
2022
Q4 		$849K Buy
+11,854
New +$856K 0.25% 96

Other funds holding FUL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Intercontinental Wealth Advisors increased its H.B. Fuller (FUL) stake by 50% in Q2 2023, buying an estimated $391K and bringing the position to 17,767 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #68.

Intercontinental Wealth Advisors first reported a position in FUL in Q4 2022 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold FUL as of Q2 2023.

  • Intercontinental Wealth Advisors held 17,767 shares of H.B. Fuller worth $1.27M as of Q2 2023.
  • Intercontinental Wealth Advisors bought 5,943 H.B. Fuller shares in Q2 2023, an estimated $391K.
  • H.B. Fuller made up 0.3% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #68 holding.
  • Intercontinental Wealth Advisors first reported a position in H.B. Fuller in Q4 2022 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held H.B. Fuller as of Q2 2023.

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