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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

BSY holding history

Bentley Systems 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.

BSY overviewAll 13F holders of BSYFull Q2 2023 holdings

Shares (Q2 2023)
16,105
Value
$873.4K
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of BSY by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202316,105$873.4K0.2%+569+3.7%AddedHolders
Q1 202315,536$667.9K0.2%−260−1.6%ReducedHolders
Q4 202215,796$583.8K0.2%+21+0.1%AddedHolders
Q3 202215,775$483.0K0.2%+293+1.9%AddedHolders
Q2 202215,482$516.0K0.1%+4,431+40.1%AddedHolders
Q1 202211,051$488.0K0.1%+2,856+34.9%AddedHolders
Q4 20218,195$396.0K0.1%+3,542+76.1%AddedHolders
Q3 20214,653$282.0K0.1%−687−12.9%ReducedHolders
Q2 20215,340$346.0K0.1%+793+17.4%AddedHolders
Q1 20214,547$213.0K<0.1%––Holders

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