Intercontinental Wealth Advisors, LLC Closed Holding Positions

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Aspen Technology Inc
Q2 2022 Filed on Aug 05, 2022
3,461
N/A
MSCI
Msci Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
567
$379.08 - $519.51 $215K - $295K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Aug 05, 2022
1,215
$108.34 - $205.24 $132K - $249K
VRM
Vroom, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
10,431
$1.07 - $2.83 $11.2K - $29.5K
CDW
Cdw Corp

Technology
Q2 2022 Filed on Aug 05, 2022
3,660
$155.94 - $179.0 $571K - $655K
LEGR
First Tr ETF Indxx Innovation

ETFs
Q2 2022 Filed on Aug 05, 2022
5,140
$33.86 - $40.92 $174K - $210K
DAX
Global X Fds Dax Germany ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
35,517
$23.21 - $28.57 $824K - $1.01M
FYT
First Trust Small Cap

ETFs
Q2 2022 Filed on Aug 05, 2022
4,000
$42.85 - $51.39 $171K - $206K
WIT
Wipro LTD

Technology
Q2 2022 Filed on Aug 05, 2022
85,031
$5.21 - $7.93 $443K - $674K
Direxion Shs ETF Tr
Q2 2022 Filed on Aug 05, 2022
32,480
N/A
TRYP
Tidal ETF Tr Sonicshares Airls

ETFs
Q2 2022 Filed on Aug 05, 2022
12,084
$3.43 - $4.78 $41.4K - $57.8K
MS
Morgan Stanley

Financial Services
Q2 2022 Filed on Aug 05, 2022
3,392
$72.9 - $90.61 $247K - $307K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2022 Filed on Aug 05, 2022
1,675
$108.57 - $135.98 $182K - $228K
Mgm Growth Pptys LLC
Q1 2022 Filed on May 09, 2022
47,569
N/A
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
8,458
$14.1 - $33.47 $119K - $283K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q1 2022 Filed on May 09, 2022
20,391
$23.75 - $44.64 $484K - $910K
WFH
Direxion Shs ETF Tr Work From

Technology
Q1 2022 Filed on May 09, 2022
2,749
$55.63 - $74.15 $153K - $204K
C
Citigroup Inc

Financial Services
Q1 2022 Filed on May 09, 2022
5,495
$53.4 - $67.84 $293K - $373K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q1 2022 Filed on May 09, 2022
7,524
$59.36 - $67.77 $447K - $510K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2022 Filed on May 09, 2022
4,950
$41.55 - $46.61 $206K - $231K
SBAC
Sba Communications Corp

Real Estate
Q1 2022 Filed on May 09, 2022
541
$290.82 - $379.87 $157K - $206K
LOGI
Logitech International S.A.

Technology
Q1 2022 Filed on May 09, 2022
6,800
$69.35 - $85.95 $472K - $584K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q1 2022 Filed on May 09, 2022
6,073
$34.88 - $42.11 $212K - $256K
DRIV
Global X Fds Global X Autonomo

ETFs
Q1 2022 Filed on May 09, 2022
10,962
$23.97 - $31.55 $263K - $346K
DCT
Duck Creek Technologies, Inc.

Technology
Q1 2022 Filed on May 09, 2022
6,991
$18.8 - $30.4 $131K - $213K
QLD
Proshares Ultra Qqq

ETFs
Q1 2022 Filed on May 09, 2022
2,720
$55.72 - $90.87 $152K - $247K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
16,976
$16.57 - $19.93 $281K - $338K
SAP
Sap Se

Technology
Q1 2022 Filed on May 09, 2022
4,694
$104.97 - $141.4 $493K - $664K
PAVE
Global X Fds Us Infrastructure

ETFs
Q1 2022 Filed on May 09, 2022
7,065
$25.52 - $29.01 $180K - $205K
OKE
Oneok Inc

Energy
Q4 2021 Filed on Feb 08, 2022
12,280
$56.53 - $65.87 $694K - $809K
Mfa Finl Inc
Q4 2021 Filed on Feb 08, 2022
173,690
N/A
SBSW
Sibanye Stillwater LTD

Basic Materials
Q4 2021 Filed on Feb 08, 2022
36,464
$11.51 - $15.41 $420K - $562K
Vedanta Limited
Q4 2021 Filed on Feb 08, 2022
25,685
N/A
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 08, 2022
3,000
$44.42 - $77.34 $133K - $232K
PHG
Koninklijke Philips Nv

Healthcare
Q4 2021 Filed on Feb 08, 2022
11,562
$33.89 - $48.15 $392K - $557K
Royal Dutch Shell PLC
Q4 2021 Filed on Feb 08, 2022
8,136
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q3 2021 Filed on Nov 12, 2021
825
$235.18 - $252.25 $194K - $208K
New Oriental Ed & Technology
Q3 2021 Filed on Nov 12, 2021
128,137
N/A
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
2,146
$118.38 - $129.52 $254K - $278K
SAN
Banco Santander, S.A.

Financial Services
Q3 2021 Filed on Nov 12, 2021
53,547
$3.39 - $3.96 $182K - $212K
PBA
Pembina Pipeline Corp

Energy
Q3 2021 Filed on Nov 12, 2021
11,275
$30.0 - $33.27 $338K - $375K
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
1,140
$164.78 - $196.67 $188K - $224K
XPEV
Xpeng Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
4,635
$34.55 - $44.05 $160K - $204K
GMAB
Genmab A/S

Healthcare
Q3 2021 Filed on Nov 12, 2021
15,786
$41.55 - $48.72 $656K - $769K
ET
Energy Transfer LP

Energy
Q3 2021 Filed on Nov 12, 2021
11,050
$8.73 - $10.71 $96.5K - $118K
SPG
Simon Property Group Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
2,500
$117.19 - $136.42 $293K - $341K
VMEO
Vimeo, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
5,306
$29.37 - $51.67 $156K - $274K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
Q3 2021 Filed on Nov 12, 2021
80,980
$6.53 - $8.15 $529K - $660K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2021 Filed on Aug 06, 2021
4,144
$50.84 - $56.8 $211K - $235K
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