Intercontinental Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$429K	Buy	8,843 +46	+0.5%	+$2.41K	0.1%	204
2023 Q1	$551K	Sell	8,797 -20	-0.2%	-$1.4K	0.14%	174
2022 Q4	$643K	Sell	8,817 -435	-5%	-$33.3K	0.19%	122
2022 Q3	$674K	Buy	9,252 +186	+2%	+$13.9K	0.21%	106
2022 Q2	$602K	Buy	9,066 +49	+0.5%	+$3.49K	0.16%	138
2022 Q1	$658K	Buy	+9,017	New	+$720K	0.15%	139

Other funds holding LKFN

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

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

Intercontinental Wealth Advisors increased its Lakeland Financial Corp (LKFN) stake by 0.52% in Q2 2023, buying an estimated $2.41K and bringing the position to 8,843 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #204.

Intercontinental Wealth Advisors first reported a position in LKFN in Q1 2022 and has held it in 6 quarters since. The position peaked at $674K in Q3 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

Intercontinental Wealth Advisors held 8,843 shares of Lakeland Financial Corp worth $429K as of Q2 2023.
Intercontinental Wealth Advisors bought 46 Lakeland Financial Corp shares in Q2 2023, an estimated $2.41K.
Lakeland Financial Corp made up 0.1% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #204 holding.
Intercontinental Wealth Advisors first reported a position in Lakeland Financial Corp in Q1 2022 and has held it in 6 quarters since.
Intercontinental Wealth Advisors's Lakeland Financial Corp position peaked at $674K in Q3 2022.
197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

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