Intercontinental Wealth Advisors’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.46M	Buy	57,530 +6,131	+12%	+$247K	0.59%	29
2023 Q1	$1.92M	Buy	51,399 +273	+0.5%	+$11.9K	0.49%	32
2022 Q4	$2.11M	Sell	51,126 -77	-0.2%	-$3.41K	0.63%	25
2022 Q3	$2.06M	Buy	51,203 +2,880	+6%	+$124K	0.65%	28
2022 Q2	$1.89M	Buy	48,323 +963	+2%	+$42.3K	0.51%	30
2022 Q1	$2.29M	Sell	47,360 -7,754	-14%	-$415K	0.52%	23
2021 Q4	$2.64M	Buy	55,114 +287	+0.5%	+$14.1K	0.56%	24
2021 Q3	$2.54M	Sell	54,827 -12,128	-18%	-$561K	0.59%	22
2021 Q2	$3.03M	Buy	66,955 +929	+1%	+$41.5K	0.6%	19
2021 Q1	$2.58M	Buy	66,026 +1,447	+2%	+$51.2K	0.56%	21
2020 Q4	$1.95M	Sell	64,579 -13,531	-17%	-$350K	0.47%	29
2020 Q3	$1.84M	Buy	78,110 +25,750	+49%	+$635K	0.54%	26
2020 Q2	$1.34M	Buy	52,360 +9,010	+21%	+$247K	0.44%	38
2020 Q1	$1.24M	Buy	43,350 +36,101	+498%	+$1.53M	0.66%	30
2019 Q4	$350K	Sell	7,249 -3,390	-32%	-$178K	0.29%	60
2019 Q3	$537K	Sell	10,639 -57	-0.5%	-$2.69K	0.33%	55
2019 Q2	$506K	Sell	10,696 -1,322	-11%	-$61.8K	0.26%	56
2019 Q1	$581K	Hold	12,018	–	–	0.29%	50
2018 Q4	$554K	Sell	12,018 -1,600	-12%	-$82K	0.31%	50
2018 Q3	$716K	Buy	13,618 +214	+2%	+$12.2K	0.36%	47
2018 Q2	$743K	Sell	13,404 -312	-2%	-$16.7K	0.41%	46
2018 Q1	$719K	Buy	13,716 +446	+3%	+$26.5K	0.42%	48
2017 Q4	$805K	Buy	13,270 +86	+0.7%	+$4.86K	0.45%	43
2017 Q3	$727K	Sell	13,184 -21	-0.2%	-$1.12K	0.44%	41
2017 Q2	$732K	Sell	13,205 -2,277	-15%	-$122K	0.47%	44
2017 Q1	$862K	Sell	15,482 -147	-0.9%	-$8.34K	0.52%	44
2016 Q4	$861K	Buy	15,629 +4,897	+46%	+$246K	0.56%	43
2016 Q3	$475K	Sell	10,732 -69	-0.6%	-$3.3K	0.34%	61
2016 Q2	$511K	Sell	10,801 -40	-0.4%	-$1.95K	0.38%	60
2016 Q1	$524K	Sell	10,841 -178	-2%	-$8.71K	0.39%	57
2015 Q4	$599K	Buy	+11,019	New	+$598K	0.41%	56

Other funds holding WFC

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Intercontinental Wealth Advisors increased its Wells Fargo (WFC) stake by 12% in Q2 2023, buying an estimated $247K and bringing the position to 57,530 shares worth $2.46M. The position accounts for 0.59% of the portfolio, ranked #29.

Intercontinental Wealth Advisors first reported a position in WFC in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.03M in Q2 2021. 1,989 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Intercontinental Wealth Advisors held 57,530 shares of Wells Fargo worth $2.46M as of Q2 2023.
Intercontinental Wealth Advisors bought 6,131 Wells Fargo shares in Q2 2023, an estimated $247K.
Wells Fargo made up 0.59% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #29 holding.
Intercontinental Wealth Advisors first reported a position in Wells Fargo in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's Wells Fargo position peaked at $3.03M in Q2 2021.
1,989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

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