Executive Wealth Management’s Intel INTC Stock Holding History

Executive 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 Q2	–	Sell	-4,073	Closed	-$260K	–	199
2021 Q1	$260K	Buy	+4,073	New	+$243K	0.03%	165
2020 Q4	–	Sell	-4,070	Closed	-$210K	–	179
2020 Q3	$210K	Buy	4,070 +125	+3%	+$6.5K	0.03%	146
2020 Q2	$236K	Buy	3,945 +1	+0%	+$60	0.04%	124
2020 Q1	$213K	Sell	3,944 -29	-0.7%	-$1.72K	0.04%	118
2019 Q4	$237K	Sell	3,973 -1,040	-21%	-$58.2K	0.03%	135
2019 Q3	$258K	Sell	5,013 -311	-6%	-$15.3K	0.04%	116
2019 Q2	$255K	Buy	5,324 +188	+4%	+$9.32K	0.04%	143
2019 Q1	$276K	Sell	5,136 -308	-6%	-$15.6K	0.05%	131
2018 Q4	$256K	Buy	+5,444	New	+$255K	0.05%	133

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

Executive Wealth Management's INTC Position: Q2 2021 in Review

Executive Wealth Management sold out of Intel (INTC) in Q2 2021, closing a stake of 4,073 shares — an estimated $260K sold.

Executive Wealth Management first reported a position in INTC in Q4 2018 and held it in 9 quarters. The position peaked at $276K in Q1 2019. 2,671 funds tracked by Wall St. Rank hold INTC as of Q2 2021.

Executive Wealth Management reported no remaining Intel position as of Q2 2021 after selling out during the quarter.
Executive Wealth Management sold 4,073 Intel shares in Q2 2021, an estimated $260K.
Executive Wealth Management first reported a position in Intel in Q4 2018 and held it in 9 quarters.
Executive Wealth Management's Intel position peaked at $276K in Q1 2019.
2,671 funds tracked by Wall St. Rank held Intel as of Q2 2021.

Based on Executive Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.