SWM
INTC icon

Soundmark Wealth Management’s Intel INTC Stock Holding History

Soundmark 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
-6,243
Closed -$333K – 65
2021
Q3 		$333K Sell
6,243
-207
-3% -$11.2K 0.12% 54
2021
Q2 		$366K Buy
6,450
+11
+0.2% +$646 0.15% 46
2021
Q1 		$412K Sell
6,439
-1,240
-16% -$73.9K 0.23% 43
2020
Q4 		$383K Buy
+7,679
New +$375K 0.24% 39

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Soundmark Wealth Management sold out of Intel (INTC) in Q4 2021, closing a stake of 6,243 shares — an estimated $333K sold.

Soundmark Wealth Management first reported a position in INTC in Q4 2020 and held it in 4 quarters. The position peaked at $412K in Q1 2021. 2,863 funds tracked by Wall St. Rank hold INTC as of Q4 2021.

  • Soundmark Wealth Management reported no remaining Intel position as of Q4 2021 after selling out during the quarter.
  • Soundmark Wealth Management sold 6,243 Intel shares in Q4 2021, an estimated $333K.
  • Soundmark Wealth Management first reported a position in Intel in Q4 2020 and held it in 4 quarters.
  • Soundmark Wealth Management's Intel position peaked at $412K in Q1 2021.
  • 2,863 funds tracked by Wall St. Rank held Intel as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.