Intercontinental Wealth Advisors’s Tesla TSLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.57M	Sell	6,010 -550	-8%	-$110K	0.38%	50
2023 Q1	$1.36M	Sell	6,560 -21,028	-76%	-$3.67M	0.35%	56
2022 Q4	$3.4M	Buy	27,588 +19,494	+241%	+$3.69M	1.01%	13
2022 Q3	$2.15M	Sell	8,094 -3,450	-30%	-$963K	0.67%	24
2022 Q2	$2.59M	Sell	11,544 -3,474	-23%	-$948K	0.7%	19
2022 Q1	$5.39M	Sell	15,018 -294	-2%	-$91.6K	1.23%	11
2021 Q4	$5.39M	Buy	15,312 +6,528	+74%	+$2.19M	1.14%	10
2021 Q3	$2.27M	Sell	8,784 -324	-4%	-$76.3K	0.53%	26
2021 Q2	$2.06M	Sell	9,108 -471	-5%	-$102K	0.41%	31
2021 Q1	$2.13M	Buy	9,579 +4,896	+105%	+$1.23M	0.46%	29
2020 Q4	$1.1M	Buy	4,683 +1,200	+34%	+$205K	0.26%	78
2020 Q3	$498K	Buy	+3,483	New	+$411K	0.15%	113
2019 Q4	–	Sell	-1,335	Closed	-$21K	–	414
2019 Q3	$21K	Hold	1,335	–	–	0.01%	278
2019 Q2	$20K	Hold	1,335	–	–	0.01%	277
2019 Q1	$25K	Hold	1,335	–	–	0.01%	285
2018 Q4	$30K	Buy	+1,335	New	+$28.7K	0.02%	266

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Intercontinental Wealth Advisors reduced its Tesla (TSLA) stake by 8.4% in Q2 2023, selling an estimated $110K and leaving 6,010 shares worth $1.57M. The position accounts for 0.38% of the portfolio, ranked #50.

Intercontinental Wealth Advisors first reported a position in TSLA in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.39M in Q1 2022. 2,916 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

Intercontinental Wealth Advisors held 6,010 shares of Tesla worth $1.57M as of Q2 2023.
Intercontinental Wealth Advisors sold 550 Tesla shares in Q2 2023, an estimated $110K.
Tesla made up 0.38% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #50 holding.
Intercontinental Wealth Advisors first reported a position in Tesla in Q4 2018 and has held it in 16 quarters since.
Intercontinental Wealth Advisors's Tesla position peaked at $5.39M in Q1 2022.
2,916 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

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