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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

AZTA holding history

Azenta, Inc. in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AZTA overviewAll 13F holders of AZTAFull Q2 2023 holdings

Shares (Q2 2023)
23,697
Value
$1.11M
% of portfolio
0.3%
Quarters held
10
Since Q1 2021
Holdings of AZTA by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202323,697$1.11M0.3%+123+0.5%AddedHolders
Q1 202323,574$1.05M0.3%−93−0.4%ReducedHolders
Q4 202223,667$1.38M0.4%−1,170−4.7%ReducedHolders
Q3 202224,837$1.06M0.3%−147−0.6%ReducedHolders
Q2 202224,984$1.80M0.5%−124−0.5%ReducedHolders
Q1 202225,108$2.08M0.5%−44−0.2%ReducedHolders
Q4 202125,152$2.59M0.5%−277−1.1%ReducedHolders
Q3 202125,429$2.60M0.6%−1,716−6.3%ReducedHolders
Q2 202127,145$2.59M0.5%−70.0%ReducedHolders
Q1 202127,152$2.22M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.