Strategic Wealth Management Group’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$446K Sell
7,941
-3,459
-30% -$203K 0.16% 72
2021
Q1
$730K Sell
11,400
-52
-0.5% -$3.1K 0.28% 46
2020
Q4
$571K Buy
11,452
+3,385
+42% +$165K 0.25% 59
2020
Q3
$418K Buy
8,067
+84
+1% +$4.37K 0.2% 66
2020
Q2
$478K Sell
7,983
-32
-0.4% -$1.91K 0.28% 52
2020
Q1
$434K Buy
8,015
+1
+0% +$59 0.32% 41
2019
Q4
$480K Buy
8,014
+287
+4% +$16.1K 0.31% 46
2019
Q3
$398K Buy
7,727
+246
+3% +$12.1K 0.29% 49
2019
Q2
$358K Buy
7,481
+1,426
+24% +$70.7K 0.27% 53
2019
Q1
$325K Buy
6,055
+913
+18% +$46.3K 0.27% 56
2018
Q4
$241K Buy
+5,142
New +$241K 0.23% 65

Other funds holding INTC

Strategic Wealth Management Group's INTC Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Intel (INTC) stake by 30% in Q2 2021, selling an estimated $203K and leaving 7,941 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #72.

Strategic Wealth Management Group first reported a position in INTC in Q4 2018 and has held it in 11 quarters since. The position peaked at $730K in Q1 2021. 2,671 funds tracked by Wall St. Rank hold INTC as of Q2 2021.

  • Strategic Wealth Management Group held 7,941 shares of Intel worth $446K as of Q2 2021.
  • Strategic Wealth Management Group sold 3,459 Intel shares in Q2 2021, an estimated $203K.
  • Intel made up 0.16% of Strategic Wealth Management Group's portfolio in Q2 2021, its #72 holding.
  • Strategic Wealth Management Group first reported a position in Intel in Q4 2018 and has held it in 11 quarters since.
  • Strategic Wealth Management Group's Intel position peaked at $730K in Q1 2021.
  • 2,671 funds tracked by Wall St. Rank held Intel as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.