SVA Wealth Management’s Intel INTC Stock Holding History

SVA 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 Q4	$3.07M	Sell	61,672 -48,465	-44%	-$2.37M	0.27%	71
2020 Q3	$5.7M	Sell	110,137 -10,135	-8%	-$527K	0.57%	41
2020 Q2	$7.2M	Buy	120,272 +1,514	+1%	+$90.5K	0.77%	26
2020 Q1	$6.43M	Buy	118,758 +7,486	+7%	+$443K	0.74%	27
2019 Q4	$6.66M	Buy	111,272 +1,219	+1%	+$68.2K	0.61%	35
2019 Q3	$5.67M	Buy	110,053 +8,169	+8%	+$402K	0.56%	40
2019 Q2	$4.88M	Sell	101,884 -1,532	-1%	-$76K	0.48%	47
2019 Q1	$5.55M	Buy	103,416 +12,059	+13%	+$612K	0.54%	46
2018 Q4	$4.29M	Buy	91,357 +12,926	+16%	+$605K	0.48%	55
2018 Q3	$3.71M	Buy	78,431 +3,025	+4%	+$147K	0.38%	62
2018 Q2	$3.75M	Buy	75,406 +10,648	+16%	+$565K	0.4%	58
2018 Q1	$2.47M	Sell	64,758 -4,833	-7%	-$230K	0.3%	79
2017 Q4	$3.21M	Buy	69,591 +4,833	+7%	+$211K	0.38%	70
2017 Q3	$2.47M	Buy	64,758 +39,068	+152%	+$1.39M	0.3%	79
2017 Q2	$867K	Buy	25,690 +1,202	+5%	+$43K	0.11%	117
2017 Q1	$883K	Sell	24,488 -2,403	-9%	-$87K	0.12%	112
2016 Q4	$975K	Buy	26,891 +746	+3%	+$26.7K	0.15%	109
2016 Q3	$987K	Sell	26,145 -3,531	-12%	-$125K	0.15%	106
2016 Q2	$973K	Buy	29,676 +4,512	+18%	+$141K	0.16%	111
2016 Q1	$814K	Sell	25,164 -1,576	-6%	-$48.4K	0.13%	117
2015 Q4	$921K	Buy	26,740 +856	+3%	+$28.9K	0.16%	115
2015 Q3	$780K	Buy	25,884 +766	+3%	+$22.2K	0.15%	130
2015 Q2	$764K	Buy	25,118 +22	+0.1%	+$711	0.14%	134
2015 Q1	$785K	Sell	25,096 -347	-1%	-$11.7K	0.14%	135
2014 Q4	$923K	Buy	25,443 +333	+1%	+$11.6K	0.34%	75
2014 Q3	$874K	Sell	25,110 -33,916	-57%	-$1.15M	0.37%	67
2014 Q2	$1.82M	Buy	59,026 +1,665	+3%	+$45.6K	0.78%	32
2014 Q1	$1.48M	Buy	57,361 +8,822	+18%	+$220K	0.7%	34
2013 Q4	$1.26M	Buy	+48,539	New	+$1.17M	0.75%	34

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

SVA Wealth Management's INTC Position: Q4 2020 in Review

SVA Wealth Management reduced its Intel (INTC) stake by 44% in Q4 2020, selling an estimated $2.37M and leaving 61,672 shares worth $3.07M. The position accounts for 0.27% of the portfolio, ranked #71.

SVA Wealth Management first reported a position in INTC in Q4 2013 and has held it in 29 quarters since. The position peaked at $7.2M in Q2 2020. 2,629 funds tracked by Wall St. Rank hold INTC as of Q4 2020.

SVA Wealth Management held 61,672 shares of Intel worth $3.07M as of Q4 2020.
SVA Wealth Management sold 48,465 Intel shares in Q4 2020, an estimated $2.37M.
Intel made up 0.27% of SVA Wealth Management's portfolio in Q4 2020, its #71 holding.
SVA Wealth Management first reported a position in Intel in Q4 2013 and has held it in 29 quarters since.
SVA Wealth Management's Intel position peaked at $7.2M in Q2 2020.
2,629 funds tracked by Wall St. Rank held Intel as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.