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Intercontinental Wealth Advisors’s CGI GIB Stock Holding History

Intercontinental Wealth Advisors’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$811K Sell
7,688
-96
-1% -$9.78K 0.19% 117
2023
Q1 		$749K Sell
7,784
-104
-1% -$9.35K 0.19% 125
2022
Q4 		$680K Buy
7,888
+23
+0.3% +$1.9K 0.2% 113
2022
Q3 		$595K Sell
7,865
-98
-1% -$7.99K 0.19% 122
2022
Q2 		$633K Hold
7,963
– – 0.17% 124
2022
Q1 		$635K Sell
7,963
-5
-0.1% -$416 0.14% 147
2021
Q4 		$706K Buy
7,968
+556
+8% +$48.7K 0.15% 136
2021
Q3 		$630K Sell
7,412
-181
-2% -$16.3K 0.15% 138
2021
Q2 		$689K Buy
7,593
+116
+2% +$10.3K 0.14% 127
2021
Q1 		$623K Buy
7,477
+503
+7% +$39.8K 0.14% 129
2020
Q4 		$553K Buy
6,974
+1,313
+23% +$93.6K 0.13% 132
2020
Q3 		$383K Buy
5,661
+325
+6% +$22.1K 0.11% 138
2020
Q2 		$335K Buy
5,336
+489
+10% +$30.5K 0.11% 136
2020
Q1 		$259K Buy
4,847
+2,170
+81% +$157K 0.14% 125
2019
Q4 		$203K Sell
2,677
-2,261
-46% -$182K 0.17% 104
2019
Q3 		$391K Sell
4,938
-203
-4% -$15.8K 0.24% 75
2019
Q2 		$396K Sell
5,141
-108
-2% -$7.85K 0.2% 73
2019
Q1 		$361K Sell
5,249
-623
-11% -$41.1K 0.18% 79
2018
Q4 		$359K Sell
5,872
-485
-8% -$29.9K 0.2% 73
2018
Q3 		$410K Buy
6,357
+304
+5% +$19.7K 0.21% 75
2018
Q2 		$383K Hold
6,053
– – 0.21% 68
2018
Q1 		$349K Buy
6,053
+220
+4% +$12.5K 0.2% 78
2017
Q4 		$317K Buy
5,833
+612
+12% +$32.6K 0.18% 89
2017
Q3 		$271K Buy
5,221
+963
+23% +$49.4K 0.17% 98
2017
Q2 		$217K Buy
+4,258
New +$208K 0.14% 106

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Intercontinental Wealth Advisors reduced its CGI (GIB) stake by 1.2% in Q2 2023, selling an estimated $9.78K and leaving 7,688 shares worth $811K. The position accounts for 0.19% of the portfolio, ranked #117.

Intercontinental Wealth Advisors first reported a position in GIB in Q2 2017 and has held it in 25 quarters since. 306 funds tracked by Wall St. Rank hold GIB as of Q2 2023.

  • Intercontinental Wealth Advisors held 7,688 shares of CGI worth $811K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 96 CGI shares in Q2 2023, an estimated $9.78K.
  • CGI made up 0.19% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #117 holding.
  • Intercontinental Wealth Advisors first reported a position in CGI in Q2 2017 and has held it in 25 quarters since.
  • 306 funds tracked by Wall St. Rank held CGI as of Q2 2023.

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