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Wealthspire Advisors (Maryland)’s Intel INTC Stock Holding History

Wealthspire Advisors (Maryland)’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 		$3.05M Sell
58,969
-2,250
-4% -$117K 0.11% 94
2020
Q2 		$3.66M Buy
61,219
+1,993
+3% +$119K 0.26% 59
2020
Q1 		$3.21M Sell
59,226
-2,865
-5% -$169K 0.28% 55
2019
Q4 		$3.72M Buy
62,091
+119
+0.2% +$6.66K 0.25% 64
2019
Q3 		$3.19M Sell
61,972
-1,511
-2% -$74.3K 0.23% 71
2019
Q2 		$3.04M Buy
63,483
+5,564
+10% +$276K 0.23% 69
2019
Q1 		$3.11M Sell
57,919
-2,037
-3% -$103K 0.23% 67
2018
Q4 		$2.81M Buy
59,956
+1,242
+2% +$58.2K 0.25% 60
2018
Q3 		$2.78M Sell
58,714
-4,745
-7% -$231K 0.23% 66
2018
Q2 		$3.15M Sell
63,459
-5,642
-8% -$300K 0.29% 55
2018
Q1 		$3.6M Sell
69,101
-7,254
-10% -$345K 0.34% 51
2017
Q4 		$3.52M Buy
76,355
+1,605
+2% +$70K 0.34% 52
2017
Q3 		$2.85M Buy
74,750
+1,996
+3% +$70.9K 0.31% 54
2017
Q2 		$2.46M Buy
72,754
+23,789
+49% +$851K 0.29% 59
2017
Q1 		$1.77M Sell
48,965
-2,669
-5% -$96.6K 0.25% 62
2016
Q4 		$1.87M Sell
51,634
-1,821
-3% -$65.2K 0.28% 55
2016
Q3 		$2.02M Buy
53,455
+16,963
+46% +$601K 0.31% 51
2016
Q2 		$1.2M Sell
36,492
-1,319
-3% -$41.3K 0.2% 81
2016
Q1 		$1.22M Sell
37,811
-261
-0.7% -$8.01K 0.22% 77
2015
Q4 		$1.31M Buy
+38,072
New +$1.29M 0.24% 72

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INTC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Intel (INTC) stake by 3.7% in Q3 2020, selling an estimated $117K and leaving 58,969 shares worth $3.05M. The position accounts for 0.11% of the portfolio, ranked #94.

Wealthspire Advisors (Maryland) first reported a position in INTC in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.72M in Q4 2019. 2,506 funds tracked by Wall St. Rank hold INTC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 58,969 shares of Intel worth $3.05M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,250 Intel shares in Q3 2020, an estimated $117K.
  • Intel made up 0.11% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #94 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Intel in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Intel position peaked at $3.72M in Q4 2019.
  • 2,506 funds tracked by Wall St. Rank held Intel as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.