Summit Wealth & Retirement Planning’s Intel INTC Stock Holding History

Summit Wealth & Retirement Planning’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 Q1	–	Sell	-14,754	Closed	-$735K	–	112
2020 Q4	$735K	Buy	14,754 +111	+0.8%	+$5.42K	0.28%	63
2020 Q3	$758K	Buy	14,643 +211	+1%	+$11K	0.33%	54
2020 Q2	$863K	Buy	14,432 +158	+1%	+$9.45K	0.4%	51
2020 Q1	$772K	Buy	14,274 +130	+0.9%	+$7.69K	0.41%	51
2019 Q4	$847K	Buy	14,144 +9	+0.1%	+$504	0.38%	56
2019 Q3	$728K	Sell	14,135 -10	-0.1%	-$492	0.44%	54
2019 Q2	$677K	Hold	14,145	–	–	0.4%	60
2019 Q1	$760K	Sell	14,145 -130	-0.9%	-$6.59K	0.45%	54
2018 Q4	$670K	Buy	+14,275	New	+$668K	0.51%	49

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's INTC Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Intel (INTC) in Q1 2021, closing a stake of 14,754 shares — an estimated $735K sold.

Summit Wealth & Retirement Planning first reported a position in INTC in Q4 2018 and held it in 9 quarters. The position peaked at $863K in Q2 2020. 2,723 funds tracked by Wall St. Rank hold INTC as of Q1 2021.

Summit Wealth & Retirement Planning reported no remaining Intel position as of Q1 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 14,754 Intel shares in Q1 2021, an estimated $735K.
Summit Wealth & Retirement Planning first reported a position in Intel in Q4 2018 and held it in 9 quarters.
Summit Wealth & Retirement Planning's Intel position peaked at $863K in Q2 2020.
2,723 funds tracked by Wall St. Rank held Intel as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.