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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BigSur Wealth Management's INTC Position: Q4 2021 in Review

BigSur Wealth Management sold out of Intel (INTC) in Q4 2021, closing a stake of 14,408 shares — an estimated $768K sold.

BigSur Wealth Management first reported a position in INTC in Q3 2017 and held it in 15 quarters. The position peaked at $809K in Q2 2021. 2,862 funds tracked by Wall St. Rank hold INTC as of Q4 2021.

BigSur Wealth Management reported no remaining Intel position as of Q4 2021 after selling out during the quarter.
BigSur Wealth Management sold 14,408 Intel shares in Q4 2021, an estimated $768K.
BigSur Wealth Management first reported a position in Intel in Q3 2017 and held it in 15 quarters.
BigSur Wealth Management's Intel position peaked at $809K in Q2 2021.
2,862 funds tracked by Wall St. Rank held Intel as of Q4 2021.

Based on BigSur Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.