WealthStone’s Intel INTC Stock Holding History

WealthStone’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	$1.23M	Buy	19,221 +6,126	+47%	+$365K	0.43%	38
2020 Q4	$652K	Sell	13,095 -874	-6%	-$42.7K	0.23%	64
2020 Q3	$723K	Buy	13,969 +8,990	+181%	+$467K	0.33%	47
2020 Q2	$298K	Buy	+4,979	New	+$298K	0.14%	116
2019 Q3	–	Sell	-2,333	Closed	-$112K	–	317
2019 Q2	$112K	Buy	+2,333	New	+$116K	0.05%	136

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

WealthStone's INTC Position: Q1 2021 in Review

WealthStone increased its Intel (INTC) stake by 47% in Q1 2021, buying an estimated $365K and bringing the position to 19,221 shares worth $1.23M. The position accounts for 0.43% of the portfolio, ranked #38.

WealthStone first reported a position in INTC in Q2 2019 and has held it in 5 quarters since. 2,723 funds tracked by Wall St. Rank hold INTC as of Q1 2021.

WealthStone held 19,221 shares of Intel worth $1.23M as of Q1 2021.
WealthStone bought 6,126 Intel shares in Q1 2021, an estimated $365K.
Intel made up 0.43% of WealthStone's portfolio in Q1 2021, its #38 holding.
WealthStone first reported a position in Intel in Q2 2019 and has held it in 5 quarters since.
2,723 funds tracked by Wall St. Rank held Intel as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.