Intercontinental Wealth Advisors’s Stock Yards Bancorp SYBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$787K	Buy	17,350 +87	+0.5%	+$4.07K	0.19%	121
2023 Q1	$952K	Sell	17,263 -388	-2%	-$22.7K	0.24%	98
2022 Q4	$1.15M	Sell	17,651 -866	-5%	-$61.9K	0.34%	63
2022 Q3	$1.26M	Buy	18,517 +327	+2%	+$21.9K	0.4%	51
2022 Q2	$1.09M	Buy	18,190 +37	+0.2%	+$2.07K	0.29%	72
2022 Q1	$960K	Buy	18,153 +23	+0.1%	+$1.32K	0.22%	92
2021 Q4	$1.16M	Sell	18,130 -196	-1%	-$12.3K	0.24%	84
2021 Q3	$1.07M	Buy	18,326 +5,995	+49%	+$307K	0.25%	82
2021 Q2	$628K	Sell	12,331 -13	-0.1%	-$672	0.12%	147
2021 Q1	$630K	Buy	12,344 +342	+3%	+$16.4K	0.14%	128
2020 Q4	$486K	Buy	12,002 +68	+0.6%	+$2.69K	0.12%	149
2020 Q3	$406K	Buy	+11,934	New	+$477K	0.12%	132

Other funds holding SYBT

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

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

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

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Intercontinental Wealth Advisors increased its Stock Yards Bancorp (SYBT) stake by 0.5% in Q2 2023, buying an estimated $4.07K and bringing the position to 17,350 shares worth $787K. The position accounts for 0.19% of the portfolio, ranked #121.

Intercontinental Wealth Advisors first reported a position in SYBT in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2022. 156 funds tracked by Wall St. Rank hold SYBT as of Q2 2023.

Intercontinental Wealth Advisors held 17,350 shares of Stock Yards Bancorp worth $787K as of Q2 2023.
Intercontinental Wealth Advisors bought 87 Stock Yards Bancorp shares in Q2 2023, an estimated $4.07K.
Stock Yards Bancorp made up 0.19% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #121 holding.
Intercontinental Wealth Advisors first reported a position in Stock Yards Bancorp in Q3 2020 and has held it in 12 quarters since.
Intercontinental Wealth Advisors's Stock Yards Bancorp position peaked at $1.26M in Q3 2022.
156 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q2 2023.

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