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Intercontinental Wealth Advisors’s Mastercard MA Stock Holding History

Intercontinental Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-370
Closed -$121K – 248
2019
Q4 		$121K Buy
370
+80
+28% +$22.6K 0.1% 141
2019
Q3 		$79K Sell
290
-35
-11% -$9.64K 0.05% 185
2019
Q2 		$86K Buy
+325
New +$81.3K 0.04% 173
2019
Q1 		– Sell
-190
Closed -$36K – 445
2018
Q4 		$36K Buy
+190
New +$37.7K 0.02% 249

Other funds holding MA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 MA Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Mastercard (MA) in Q1 2020, closing a stake of 370 shares — an estimated $121K sold.

Intercontinental Wealth Advisors first reported a position in MA in Q4 2018 and held it in 4 quarters. The position peaked at $121K in Q4 2019. 2,131 funds tracked by Wall St. Rank hold MA as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Mastercard position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 370 Mastercard shares in Q1 2020, an estimated $121K.
  • Intercontinental Wealth Advisors first reported a position in Mastercard in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Mastercard position peaked at $121K in Q4 2019.
  • 2,131 funds tracked by Wall St. Rank held Mastercard as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.