Intercontinental Wealth Advisors’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$201K	Buy	+3,388	New	+$196K	0.05%	300
2023 Q1	–	Sell	-3,431	Closed	-$200K	–	310
2022 Q4	$200K	Buy	+3,431	New	+$191K	0.06%	260
2022 Q3	–	Sell	-4,860	Closed	-$288K	–	276
2022 Q2	$288K	Hold	4,860	–	–	0.08%	235
2022 Q1	$315K	Hold	4,860	–	–	0.07%	234
2021 Q4	$281K	Buy	4,860 +68	+1%	+$3.86K	0.06%	253
2021 Q3	$258K	Sell	4,792 -51	-1%	-$2.77K	0.06%	250
2021 Q2	$265K	Hold	4,843	–	–	0.05%	248
2021 Q1	$248K	Buy	4,843 +88	+2%	+$4.29K	0.05%	239
2020 Q4	$214K	Sell	4,755 -1,119	-19%	-$45K	0.05%	238
2020 Q3	$204K	Sell	5,874 -66	-1%	-$2.37K	0.06%	191
2020 Q2	$204K	Buy	+5,940	New	+$200K	0.07%	173

Other funds holding L

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Intercontinental Wealth Advisors opened a new position in Loews (L) in Q2 2023: 3,388 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #300 among its holdings. This is a return to the name: Intercontinental Wealth Advisors previously reported a position in L as recently as Q4 2022.

Intercontinental Wealth Advisors first reported a position in L in Q2 2020 and has held it in 11 quarters since. The position peaked at $315K in Q1 2022. 500 funds tracked by Wall St. Rank hold L as of Q2 2023.

Intercontinental Wealth Advisors held 3,388 shares of Loews worth $201K as of Q2 2023.
Loews was a new Intercontinental Wealth Advisors position in Q2 2023.
Loews made up 0.05% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #300 holding.
Intercontinental Wealth Advisors first reported a position in Loews in Q2 2020 and has held it in 11 quarters since.
Intercontinental Wealth Advisors's Loews position peaked at $315K in Q1 2022.
500 funds tracked by Wall St. Rank held Loews as of Q2 2023.

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