Lucia Wealth Services’s Intel INTC Stock Holding History

Lucia Wealth Services’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
2020 Q3	$832K	Buy	16,076 +1,448	+10%	+$75.3K	0.2%	84
2020 Q2	$875K	Buy	14,628 +2,849	+24%	+$170K	0.23%	74
2020 Q1	$637K	Buy	11,779 +11,321	+2,472%	+$670K	0.21%	86
2019 Q4	$27K	Buy	458 +80	+21%	+$4.48K	0.01%	163
2019 Q3	$19K	Hold	378	–	–	0.01%	151
2019 Q2	$18K	Hold	378	–	–	0.01%	157
2019 Q1	$20K	Buy	378 +76	+25%	+$3.85K	0.01%	173
2018 Q4	$14K	Sell	302 -149	-33%	-$6.98K	0.01%	159
2018 Q3	$21K	Buy	451 +72	+19%	+$3.5K	0.01%	198
2018 Q2	$19K	Buy	379 +49	+15%	+$2.6K	0.01%	183
2018 Q1	$17K	Buy	+330	New	+$15.7K	0.01%	173

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lucia Wealth Services's INTC Position: Q3 2020 in Review

Lucia Wealth Services increased its Intel (INTC) stake by 9.9% in Q3 2020, buying an estimated $75.3K and bringing the position to 16,076 shares worth $832K. The position accounts for 0.2% of the portfolio, ranked #84.

Lucia Wealth Services first reported a position in INTC in Q1 2018 and has held it in 11 quarters since. The position peaked at $875K in Q2 2020. 2,506 funds tracked by Wall St. Rank hold INTC as of Q3 2020.

Lucia Wealth Services held 16,076 shares of Intel worth $832K as of Q3 2020.
Lucia Wealth Services bought 1,448 Intel shares in Q3 2020, an estimated $75.3K.
Intel made up 0.2% of Lucia Wealth Services's portfolio in Q3 2020, its #84 holding.
Lucia Wealth Services first reported a position in Intel in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's Intel position peaked at $875K in Q2 2020.
2,506 funds tracked by Wall St. Rank held Intel as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.