Intercontinental Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-129	Closed	-$12K	–	311
2019 Q4	$12K	Sell	129 -21	-14%	-$1.82K	0.01%	265
2019 Q3	$11K	Hold	150	–	–	0.01%	332
2019 Q2	$13K	Hold	150	–	–	0.01%	310
2019 Q1	$14K	Hold	150	–	–	0.01%	335
2018 Q4	$11K	Buy	+150	New	+$12.1K	0.01%	354

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Intercontinental Wealth Advisors's XBI Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2020, closing a stake of 129 shares — an estimated $12K sold.

Intercontinental Wealth Advisors first reported a position in XBI in Q4 2018 and held it in 5 quarters. The position peaked at $14K in Q1 2019. 458 funds tracked by Wall St. Rank hold XBI as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 129 State Street SPDR S&P Biotech ETF shares in Q1 2020, an estimated $12K.
Intercontinental Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $14K in Q1 2019.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.