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Intercontinental Wealth Advisors’s Wipro WIT Stock Holding History

Intercontinental Wealth Advisors’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-170,062
Closed -$656K – 292
2022
Q1 		$656K Sell
170,062
-2,596
-2% -$10.2K 0.15% 140
2021
Q4 		$843K Sell
172,658
-9,286
-5% -$42.1K 0.18% 114
2021
Q3 		$803K Sell
181,944
-15,332
-8% -$67.1K 0.19% 107
2021
Q2 		$770K Sell
197,276
-8,460
-4% -$31.6K 0.15% 112
2021
Q1 		$652K Sell
205,736
-1,130
-0.5% -$3.63K 0.14% 123
2020
Q4 		$584K Buy
206,866
+34,726
+20% +$89.6K 0.14% 122
2020
Q3 		$405K Buy
+172,140
New +$360K 0.12% 133

Other funds holding WIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Intercontinental Wealth Advisors's WIT Position: Q2 2022 in Review

Intercontinental Wealth Advisors sold out of Wipro (WIT) in Q2 2022, closing a stake of 170,062 shares — an estimated $656K sold.

Intercontinental Wealth Advisors first reported a position in WIT in Q3 2020 and held it in 7 quarters. The position peaked at $843K in Q4 2021. 205 funds tracked by Wall St. Rank hold WIT as of Q2 2022.

  • Intercontinental Wealth Advisors reported no remaining Wipro position as of Q2 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 170,062 Wipro shares in Q2 2022, an estimated $656K.
  • Intercontinental Wealth Advisors first reported a position in Wipro in Q3 2020 and held it in 7 quarters.
  • Intercontinental Wealth Advisors's Wipro position peaked at $843K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Wipro as of Q2 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.