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Intercontinental Wealth Advisors’s Thor Industries THO Stock Holding History

Intercontinental Wealth Advisors’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.01M Buy
19,381
+214
+1% +$18.1K 0.48% 34
2023
Q1 		$1.53M Sell
19,167
-313
-2% -$27.6K 0.39% 49
2022
Q4 		$1.47M Sell
19,480
-771
-4% -$62K 0.44% 41
2022
Q3 		$1.42M Sell
20,251
-1,343
-6% -$110K 0.44% 41
2022
Q2 		$1.61M Sell
21,594
-120
-0.6% -$9.31K 0.44% 36
2022
Q1 		$1.71M Sell
21,714
-78
-0.4% -$7.17K 0.39% 43
2021
Q4 		$2.26M Buy
21,792
+2,077
+11% +$225K 0.48% 27
2021
Q3 		$2.42M Sell
19,715
-1,669
-8% -$191K 0.56% 24
2021
Q2 		$2.42M Buy
21,384
+649
+3% +$82.5K 0.48% 26
2021
Q1 		$2.79M Buy
20,735
+4,512
+28% +$547K 0.61% 17
2020
Q4 		$1.51M Buy
16,223
+1,351
+9% +$127K 0.36% 47
2020
Q3 		$1.42M Buy
14,872
+1,101
+8% +$114K 0.41% 38
2020
Q2 		$1.47M Sell
13,771
-3,590
-21% -$281K 0.48% 30
2020
Q1 		$732K Buy
+17,361
New +$1.21M 0.39% 67

Other funds holding THO

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Intercontinental Wealth Advisors increased its Thor Industries (THO) stake by 1.1% in Q2 2023, buying an estimated $18.1K and bringing the position to 19,381 shares worth $2.01M. The position accounts for 0.48% of the portfolio, ranked #34.

Intercontinental Wealth Advisors first reported a position in THO in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.79M in Q1 2021. 401 funds tracked by Wall St. Rank hold THO as of Q2 2023.

  • Intercontinental Wealth Advisors held 19,381 shares of Thor Industries worth $2.01M as of Q2 2023.
  • Intercontinental Wealth Advisors bought 214 Thor Industries shares in Q2 2023, an estimated $18.1K.
  • Thor Industries made up 0.48% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #34 holding.
  • Intercontinental Wealth Advisors first reported a position in Thor Industries in Q1 2020 and has held it in 14 quarters since.
  • Intercontinental Wealth Advisors's Thor Industries position peaked at $2.79M in Q1 2021.
  • 401 funds tracked by Wall St. Rank held Thor Industries as of Q2 2023.

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