Intercontinental Wealth Advisors’s Goldman Sachs GS Stock Holding History

Intercontinental Wealth Advisors’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-724	Closed	-$249K	–	309
2022 Q4	$249K	Buy	724 +2	+0.3%	+$696	0.07%	250
2022 Q3	$212K	Buy	722 +6	+0.8%	+$1.94K	0.07%	254
2022 Q2	$213K	Hold	716	–	–	0.06%	268
2022 Q1	$236K	Buy	+716	New	+$253K	0.05%	266
2021 Q2	–	Sell	-673	Closed	-$220K	–	291
2021 Q1	$220K	Buy	+673	New	+$210K	0.05%	257
2020 Q1	–	Sell	-10	Closed	-$2K	–	218
2019 Q4	$2K	Sell	10 -18	-64%	-$3.91K	﹤0.01%	328
2019 Q3	$6K	Hold	28	–	–	﹤0.01%	379
2019 Q2	$6K	Hold	28	–	–	﹤0.01%	355
2019 Q1	$5K	Hold	28	–	–	﹤0.01%	389
2018 Q4	$5K	Buy	+28	New	+$5.65K	﹤0.01%	395

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intercontinental Wealth Advisors's GS Position: Q1 2023 in Review

Intercontinental Wealth Advisors sold out of Goldman Sachs (GS) in Q1 2023, closing a stake of 724 shares — an estimated $249K sold.

Intercontinental Wealth Advisors first reported a position in GS in Q4 2018 and held it in 10 quarters. The position peaked at $249K in Q4 2022. 1,811 funds tracked by Wall St. Rank hold GS as of Q1 2023.

Intercontinental Wealth Advisors reported no remaining Goldman Sachs position as of Q1 2023 after selling out during the quarter.
Intercontinental Wealth Advisors sold 724 Goldman Sachs shares in Q1 2023, an estimated $249K.
Intercontinental Wealth Advisors first reported a position in Goldman Sachs in Q4 2018 and held it in 10 quarters.
Intercontinental Wealth Advisors's Goldman Sachs position peaked at $249K in Q4 2022.
1,811 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.