Intercontinental Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,732	Closed	-$252K	–	275
2022 Q2	$252K	Sell	5,732 -1,205	-17%	-$57.3K	0.07%	248
2022 Q1	$363K	Buy	6,937 +557	+9%	+$31.1K	0.08%	215
2021 Q4	$348K	Sell	6,380 -374	-6%	-$20.7K	0.07%	224
2021 Q3	$357K	Sell	6,754 -965	-13%	-$49K	0.08%	208
2021 Q2	$396K	Sell	7,719 -31	-0.4%	-$1.65K	0.08%	202
2021 Q1	$402K	Sell	7,750 -260	-3%	-$12.7K	0.09%	183
2020 Q4	$335K	Buy	8,010 +476	+6%	+$17.6K	0.08%	190
2020 Q3	$222K	Buy	+7,534	New	+$234K	0.07%	180

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Intercontinental Wealth Advisors's KBE Position: Q3 2022 in Review

Intercontinental Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2022, closing a stake of 5,732 shares — an estimated $252K sold.

Intercontinental Wealth Advisors first reported a position in KBE in Q3 2020 and held it in 8 quarters. The position peaked at $402K in Q1 2021. 243 funds tracked by Wall St. Rank hold KBE as of Q3 2022.

Intercontinental Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 5,732 State Street SPDR S&P Bank ETF shares in Q3 2022, an estimated $252K.
Intercontinental Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q3 2020 and held it in 8 quarters.
Intercontinental Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $402K in Q1 2021.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.