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Beacon Pointe Wealth Advisors’s Intel INTC Stock Holding History

Beacon Pointe 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
2019
Q4 		$1.17M Buy
19,547
+3,414
+21% +$191K 0.22% 92
2019
Q3 		$833K Sell
16,133
-101
-0.6% -$4.97K 0.18% 112
2019
Q2 		$776K Sell
16,234
-1,075
-6% -$53.3K 0.16% 120
2019
Q1 		$932K Buy
17,309
+1,302
+8% +$66K 0.21% 98
2018
Q4 		$749K Buy
+16,007
New +$749K 0.27% 98

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beacon Pointe Wealth Advisors's INTC Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Intel (INTC) stake by 21% in Q4 2019, buying an estimated $191K and bringing the position to 19,547 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #92.

Beacon Pointe Wealth Advisors first reported a position in INTC in Q4 2018 and has held it in 5 quarters since. 2,574 funds tracked by Wall St. Rank hold INTC as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 19,547 shares of Intel worth $1.17M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 3,414 Intel shares in Q4 2019, an estimated $191K.
  • Intel made up 0.22% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #92 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Intel in Q4 2018 and has held it in 5 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Intel as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.