Intercontinental Wealth Advisors’s LPL Financial LPLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$560K	Buy	2,577 +85	+3%	+$17K	0.13%	172
2023 Q1	$504K	Sell	2,492 -3	-0.1%	-$686	0.13%	190
2022 Q4	$539K	Sell	2,495 -970	-28%	-$227K	0.16%	149
2022 Q3	$757K	Buy	3,465 +69	+2%	+$14.7K	0.24%	98
2022 Q2	$626K	Sell	3,396 -52	-2%	-$9.88K	0.17%	126
2022 Q1	$630K	Buy	3,448 +30	+0.9%	+$5.22K	0.14%	151
2021 Q4	$547K	Buy	3,418 +1,491	+77%	+$246K	0.12%	171
2021 Q3	$302K	Sell	1,927 -280	-13%	-$40.2K	0.07%	229
2021 Q2	$298K	Buy	2,207 +396	+22%	+$57.6K	0.06%	236
2021 Q1	$257K	Buy	+1,811	New	+$231K	0.06%	233

Other funds holding LPLA

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

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

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

Intercontinental Wealth Advisors increased its LPL Financial (LPLA) stake by 3.4% in Q2 2023, buying an estimated $17K and bringing the position to 2,577 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #172.

Intercontinental Wealth Advisors first reported a position in LPLA in Q1 2021 and has held it in 10 quarters since. The position peaked at $757K in Q3 2022. 589 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

Intercontinental Wealth Advisors held 2,577 shares of LPL Financial worth $560K as of Q2 2023.
Intercontinental Wealth Advisors bought 85 LPL Financial shares in Q2 2023, an estimated $17K.
LPL Financial made up 0.13% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #172 holding.
Intercontinental Wealth Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 10 quarters since.
Intercontinental Wealth Advisors's LPL Financial position peaked at $757K in Q3 2022.
589 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

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