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Dynasty Wealth Management’s Intel INTC Stock Holding History

Dynasty 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
2018
Q4 		– Sell
-12,572
Closed -$595K – 47
2018
Q3 		$595K Buy
12,572
+4,930
+65% +$240K 0.77% 28
2018
Q2 		$380K Sell
7,642
-230
-3% -$12.2K 0.79% 32
2018
Q1 		$410K Sell
7,872
-1,028
-12% -$48.9K 0.17% 28
2017
Q4 		$411K Buy
+8,900
New +$388K 0.71% 43

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dynasty Wealth Management's INTC Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Intel (INTC) in Q4 2018, closing a stake of 12,572 shares — an estimated $595K sold.

Dynasty Wealth Management first reported a position in INTC in Q4 2017 and held it in 4 quarters. The position peaked at $595K in Q3 2018. 2,375 funds tracked by Wall St. Rank hold INTC as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Intel position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 12,572 Intel shares in Q4 2018, an estimated $595K.
  • Dynasty Wealth Management first reported a position in Intel in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's Intel position peaked at $595K in Q3 2018.
  • 2,375 funds tracked by Wall St. Rank held Intel as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.