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Intercontinental Wealth Advisors’s ICL Group ICL Stock Holding History

Intercontinental Wealth Advisors’s Portfolio ICL Stock Details ICL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-63,442
Closed -$431K – 308
2023
Q1 		$431K Sell
63,442
-586
-0.9% -$4.33K 0.11% 212
2022
Q4 		$463K Buy
64,028
+553
+0.9% +$4.58K 0.14% 176
2022
Q3 		$513K Buy
+63,475
New +$593K 0.16% 146

Other funds holding ICL

AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Intercontinental Wealth Advisors sold out of ICL Group (ICL) in Q2 2023, closing a stake of 63,442 shares — an estimated $431K sold.

Intercontinental Wealth Advisors first reported a position in ICL in Q3 2022 and held it in 3 quarters. The position peaked at $513K in Q3 2022. 175 funds tracked by Wall St. Rank hold ICL as of Q2 2023.

  • Intercontinental Wealth Advisors reported no remaining ICL Group position as of Q2 2023 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 63,442 ICL Group shares in Q2 2023, an estimated $431K.
  • Intercontinental Wealth Advisors first reported a position in ICL Group in Q3 2022 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's ICL Group position peaked at $513K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held ICL Group as of Q2 2023.

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