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Intercontinental Wealth Advisors’s Owens Corning OC Stock Holding History

Intercontinental Wealth Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.22M Buy
9,314
+2,941
+46% +$322K 0.29% 76
2023
Q1 		$611K Buy
6,373
+60
+1% +$5.68K 0.16% 152
2022
Q4 		$538K Buy
6,313
+917
+17% +$80.4K 0.16% 150
2022
Q3 		$424K Sell
5,396
-20
-0.4% -$1.68K 0.13% 177
2022
Q2 		$402K Buy
+5,416
New +$478K 0.11% 190

Other funds holding OC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Intercontinental Wealth Advisors increased its Owens Corning (OC) stake by 46% in Q2 2023, buying an estimated $322K and bringing the position to 9,314 shares worth $1.22M. The position accounts for 0.29% of the portfolio, ranked #76.

Intercontinental Wealth Advisors first reported a position in OC in Q2 2022 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold OC as of Q2 2023.

  • Intercontinental Wealth Advisors held 9,314 shares of Owens Corning worth $1.22M as of Q2 2023.
  • Intercontinental Wealth Advisors bought 2,941 Owens Corning shares in Q2 2023, an estimated $322K.
  • Owens Corning made up 0.29% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #76 holding.
  • Intercontinental Wealth Advisors first reported a position in Owens Corning in Q2 2022 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held Owens Corning as of Q2 2023.

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