NewFocus Financial Group’s Intel INTC Stock Holding History

NewFocus Financial Group’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 Q4	$253K	Hold	5,085	–	–	0.07%	109
2020 Q3	$263K	Sell	5,085 -500	-9%	-$26K	0.09%	104
2020 Q2	$334K	Buy	5,585 +200	+4%	+$12K	0.12%	90
2020 Q1	$291K	Sell	5,385 -100	-2%	-$5.92K	0.13%	76
2019 Q4	$328K	Sell	5,485 -82	-1%	-$4.59K	0.13%	86
2019 Q3	$287K	Buy	5,567 +228	+4%	+$11.2K	0.13%	85
2019 Q2	$256K	Hold	5,339	–	–	0.12%	83
2019 Q1	$287K	Buy	5,339 +27	+0.5%	+$1.37K	0.14%	75
2018 Q4	$249K	Buy	+5,312	New	+$249K	0.15%	76

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewFocus Financial Group's INTC Position: Q4 2020 in Review

NewFocus Financial Group held its Intel (INTC) position steady in Q4 2020 at 5,085 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #109.

NewFocus Financial Group first reported a position in INTC in Q4 2018 and has held it in 9 quarters since. The position peaked at $334K in Q2 2020. 2,629 funds tracked by Wall St. Rank hold INTC as of Q4 2020.

NewFocus Financial Group held 5,085 shares of Intel worth $253K as of Q4 2020.
NewFocus Financial Group left its Intel share count unchanged in Q4 2020.
Intel made up 0.07% of NewFocus Financial Group's portfolio in Q4 2020, its #109 holding.
NewFocus Financial Group first reported a position in Intel in Q4 2018 and has held it in 9 quarters since.
NewFocus Financial Group's Intel position peaked at $334K in Q2 2020.
2,629 funds tracked by Wall St. Rank held Intel as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.