Intercontinental Wealth Advisors’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$748K	Buy	3,151 +15	+0.5%	+$3.43K	0.18%	127
2023 Q1	$707K	Buy	3,136 +516	+20%	+$115K	0.18%	131
2022 Q4	$544K	Buy	2,620 +17	+0.7%	+$3.43K	0.16%	148
2022 Q3	$462K	Buy	2,603 +162	+7%	+$33K	0.15%	163
2022 Q2	$481K	Sell	2,441 -933	-28%	-$193K	0.13%	167
2022 Q1	$748K	Sell	3,374 -8	-0.2%	-$1.73K	0.17%	120
2021 Q4	$733K	Buy	3,382 +328	+11%	+$70.4K	0.15%	126
2021 Q3	$680K	Buy	3,054 +1,718	+129%	+$403K	0.16%	126
2021 Q2	$312K	Buy	+1,336	New	+$305K	0.06%	232
2020 Q1	–	Sell	-72	Closed	-$15K	–	300
2019 Q4	$15K	Sell	72 -3	-4%	-$541	0.01%	248
2019 Q3	$13K	Hold	75	–	–	0.01%	315
2019 Q2	$13K	Hold	75	–	–	0.01%	309
2019 Q1	$12K	Hold	75	–	–	0.01%	344
2018 Q4	$10K	Buy	+75	New	+$10.4K	0.01%	362

Other funds holding V

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Intercontinental Wealth Advisors increased its Visa (V) stake by 0.48% in Q2 2023, buying an estimated $3.43K and bringing the position to 3,151 shares worth $748K. The position accounts for 0.18% of the portfolio, ranked #127.

Intercontinental Wealth Advisors first reported a position in V in Q4 2018 and has held it in 14 quarters since. 3,487 funds tracked by Wall St. Rank hold V as of Q2 2023.

Intercontinental Wealth Advisors held 3,151 shares of Visa worth $748K as of Q2 2023.
Intercontinental Wealth Advisors bought 15 Visa shares in Q2 2023, an estimated $3.43K.
Visa made up 0.18% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #127 holding.
Intercontinental Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 14 quarters since.
3,487 funds tracked by Wall St. Rank held Visa as of Q2 2023.

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