ARS Wealth Advisors’s Intel INTC Stock Holding History

ARS Wealth Advisors’s Portfolio INTC Stock Details INTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$4.95M	Buy	88,168 +10,602	+14%	+$622K	0.89%	28
2021 Q1	$4.96M	Buy	77,566 +18,087	+30%	+$1.08M	1.08%	26
2020 Q4	$2.96M	Buy	59,479 +18,460	+45%	+$902K	0.64%	29
2020 Q3	$2.12M	Buy	41,019 +17,856	+77%	+$928K	0.58%	29
2020 Q2	$1.39M	Buy	23,163 +1,216	+6%	+$72.7K	0.43%	31
2020 Q1	$1.19M	Sell	21,947 -670	-3%	-$39.6K	0.5%	30
2019 Q4	$1.35M	Buy	22,617 +801	+4%	+$44.8K	0.39%	37
2019 Q3	$1.12M	Sell	21,816 -367	-2%	-$18K	0.36%	44
2019 Q2	$1.06M	Sell	22,183 -3,135	-12%	-$155K	0.34%	43
2019 Q1	$1.36M	Buy	25,318 +171	+0.7%	+$8.67K	0.43%	38
2018 Q4	$1.18M	Buy	25,147 +5,600	+29%	+$262K	0.43%	35
2018 Q3	$924K	Buy	19,547 +316	+2%	+$15.4K	0.31%	48
2018 Q2	$956K	Buy	19,231 +753	+4%	+$40K	0.34%	46
2018 Q1	$962K	Buy	18,478 +1,304	+8%	+$62K	0.36%	46
2017 Q4	$793K	Sell	17,174 -2,059	-11%	-$89.8K	0.29%	57
2017 Q3	$732K	Buy	19,233 +11,286	+142%	+$401K	0.28%	59
2017 Q2	$268K	Sell	7,947 -3,981	-33%	-$142K	0.11%	93
2017 Q1	$430K	Buy	11,928 +570	+5%	+$20.6K	0.18%	67
2016 Q4	$412K	Buy	11,358 +474	+4%	+$17K	0.18%	58
2016 Q3	$411K	Buy	+10,884	New	+$385K	0.17%	58
2015 Q1	–	Sell	-6,470	Closed	-$235K	–	79
2014 Q4	$235K	Buy	6,470 +190	+3%	+$6.61K	0.1%	60
2014 Q3	$219K	Sell	6,280 -626	-9%	-$21.2K	0.1%	63
2014 Q2	$213K	Buy	+6,906	New	+$189K	0.1%	69
2014 Q1	–	Sell	-9,106	Closed	-$236K	–	67
2013 Q4	$236K	Buy	+9,106	New	+$220K	0.15%	55

Other funds holding INTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ARS Wealth Advisors's INTC Position: Q2 2021 in Review

ARS Wealth Advisors increased its Intel (INTC) stake by 14% in Q2 2021, buying an estimated $622K and bringing the position to 88,168 shares worth $4.95M. The position accounts for 0.89% of the portfolio, ranked #28.

ARS Wealth Advisors first reported a position in INTC in Q4 2013 and has held it in 24 quarters since. The position peaked at $4.96M in Q1 2021. 2,672 funds tracked by Wall St. Rank hold INTC as of Q2 2021.

ARS Wealth Advisors held 88,168 shares of Intel worth $4.95M as of Q2 2021.
ARS Wealth Advisors bought 10,602 Intel shares in Q2 2021, an estimated $622K.
Intel made up 0.89% of ARS Wealth Advisors's portfolio in Q2 2021, its #28 holding.
ARS Wealth Advisors first reported a position in Intel in Q4 2013 and has held it in 24 quarters since.
ARS Wealth Advisors's Intel position peaked at $4.96M in Q1 2021.
2,672 funds tracked by Wall St. Rank held Intel as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.