BigSur Wealth Management’s Intel INTC Stock Holding History

BigSur Wealth Management’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 Q4	–	Sell	-14,408	Closed	-$768K	–	135
2021 Q3	$768K	Hold	14,408	–	–	0.34%	67
2021 Q2	$809K	Buy	14,408 +9,600	+200%	+$563K	0.37%	69
2021 Q1	$308K	Buy	+4,808	New	+$287K	0.16%	89
2020 Q3	–	Sell	-4,942	Closed	-$296K	–	108
2020 Q2	$296K	Sell	4,942 -4,000	-45%	-$239K	0.21%	78
2020 Q1	$484K	Sell	8,942 -241	-3%	-$14.3K	0.36%	56
2019 Q4	$550K	Hold	9,183	–	–	0.31%	64
2019 Q3	$473K	Hold	9,183	–	–	0.32%	65
2019 Q2	$441K	Sell	9,183 -1,000	-10%	-$49.6K	0.31%	65
2019 Q1	$547K	Hold	10,183	–	–	0.36%	55
2018 Q4	$478K	Buy	10,183 +4,771	+88%	+$223K	0.34%	56
2018 Q3	$256K	Buy	5,412 +110	+2%	+$5.35K	0.16%	87
2018 Q2	$264K	Sell	5,302 -110	-2%	-$5.84K	0.19%	83
2018 Q1	$282K	Buy	5,412 +565	+12%	+$26.9K	0.2%	90
2017 Q4	$224K	Sell	4,847 -1,039	-18%	-$45.3K	0.22%	85
2017 Q3	$224K	Buy	+5,886	New	+$209K	0.23%	85

Other funds holding INTC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

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

Primecap Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return