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Intercontinental Wealth Advisors’s Landstar System LSTR Stock Holding History

Intercontinental Wealth Advisors’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.56M Sell
8,128
-65
-0.8% -$11.7K 0.37% 51
2023
Q1 		$1.47M Sell
8,193
-126
-2% -$22.1K 0.38% 52
2022
Q4 		$1.36M Sell
8,319
-389
-4% -$62.4K 0.4% 48
2022
Q3 		$1.26M Sell
8,708
-13
-0.1% -$1.94K 0.39% 52
2022
Q2 		$1.27M Sell
8,721
-26
-0.3% -$3.87K 0.34% 56
2022
Q1 		$1.32M Sell
8,747
-125
-1% -$19.9K 0.3% 64
2021
Q4 		$1.59M Sell
8,872
-96
-1% -$16.5K 0.33% 53
2021
Q3 		$1.42M Sell
8,968
-824
-8% -$132K 0.33% 51
2021
Q2 		$1.55M Buy
9,792
+620
+7% +$104K 0.31% 55
2021
Q1 		$1.51M Buy
9,172
+184
+2% +$28.6K 0.33% 51
2020
Q4 		$1.21M Buy
8,988
+37
+0.4% +$4.85K 0.29% 68
2020
Q3 		$1.12M Buy
8,951
+153
+2% +$19.3K 0.33% 60
2020
Q2 		$988K Buy
8,798
+1,580
+22% +$169K 0.32% 64
2020
Q1 		$692K Buy
+7,218
New +$768K 0.37% 73
2019
Q2 		– Sell
-522
Closed -$57K – 421
2019
Q1 		$57K Hold
522
– – 0.03% 217
2018
Q4 		$50K Buy
+522
New +$53.9K 0.03% 218

Other funds holding LSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Intercontinental Wealth Advisors reduced its Landstar System (LSTR) stake by 0.79% in Q2 2023, selling an estimated $11.7K and leaving 8,128 shares worth $1.56M. The position accounts for 0.37% of the portfolio, ranked #51.

Intercontinental Wealth Advisors first reported a position in LSTR in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.59M in Q4 2021. 449 funds tracked by Wall St. Rank hold LSTR as of Q2 2023.

  • Intercontinental Wealth Advisors held 8,128 shares of Landstar System worth $1.56M as of Q2 2023.
  • Intercontinental Wealth Advisors sold 65 Landstar System shares in Q2 2023, an estimated $11.7K.
  • Landstar System made up 0.37% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #51 holding.
  • Intercontinental Wealth Advisors first reported a position in Landstar System in Q4 2018 and has held it in 16 quarters since.
  • Intercontinental Wealth Advisors's Landstar System position peaked at $1.59M in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Landstar System as of Q2 2023.

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