Strategic Wealth Management’s Intel INTC Stock Holding History

Strategic 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
2020 Q3	–	Sell	-5,000	Closed	-$299K	–	73
2020 Q2	$299K	Buy	+5,000	New	+$299K	0.28%	47
2014 Q3	–	Sell	-40,702	Closed	-$1.26M	–	51
2014 Q2	$1.26M	Sell	40,702 -4,711	-10%	-$129K	1.29%	16
2014 Q1	$1.17M	Sell	45,413 -1,741	-4%	-$43.5K	1.09%	18
2013 Q4	$1.22M	Sell	47,154 -2,411	-5%	-$58.3K	1.24%	18
2013 Q3	$1.14M	Buy	+49,565	New	+$1.14M	1.25%	15

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

Strategic Wealth Management's INTC Position: Q3 2020 in Review

Strategic Wealth Management sold out of Intel (INTC) in Q3 2020, closing a stake of 5,000 shares — an estimated $299K sold.

Strategic Wealth Management first reported a position in INTC in Q3 2013 and held it in 5 quarters. The position peaked at $1.26M in Q2 2014. 2,506 funds tracked by Wall St. Rank hold INTC as of Q3 2020.

Strategic Wealth Management reported no remaining Intel position as of Q3 2020 after selling out during the quarter.
Strategic Wealth Management sold 5,000 Intel shares in Q3 2020, an estimated $299K.
Strategic Wealth Management first reported a position in Intel in Q3 2013 and held it in 5 quarters.
Strategic Wealth Management's Intel position peaked at $1.26M in Q2 2014.
2,506 funds tracked by Wall St. Rank held Intel as of Q3 2020.

Based on Strategic Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.