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9258 Wealth Management’s Intel INTC Stock Holding History

9258 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
2024
Q3 		$356K Sell
15,177
-4,773
-24% -$119K 0.05% 248
2024
Q2 		$618K Sell
19,950
-2,725
-12% -$89.3K 0.1% 168
2024
Q1 		$1M Buy
22,675
+276
+1% +$12.3K 0.16% 122
2023
Q4 		$1.13M Sell
22,399
-306
-1% -$12.4K 0.2% 103
2023
Q3 		$807K Buy
22,705
+2,145
+10% +$74.7K 0.16% 125
2023
Q2 		$688K Buy
20,560
+2,736
+15% +$85.9K 0.13% 143
2023
Q1 		$582K Buy
17,824
+1,004
+6% +$28.4K 0.12% 158
2022
Q4 		$445K Buy
16,820
+749
+5% +$20.8K 0.1% 189
2022
Q3 		$414K Sell
16,071
-365
-2% -$12.4K 0.11% 188
2022
Q2 		$615K Sell
16,436
-108
-0.7% -$4.67K 0.16% 151
2022
Q1 		$820K Sell
16,544
-2,088
-11% -$103K 0.19% 132
2021
Q4 		$960K Sell
18,632
-881
-5% -$45K 0.22% 113
2021
Q3 		$1.04M Sell
19,513
-144
-0.7% -$7.81K 0.28% 84
2021
Q2 		$1.1M Buy
19,657
+258
+1% +$15.1K 0.3% 77
2021
Q1 		$1.24M Buy
19,399
+1,867
+11% +$111K 0.37% 57
2020
Q4 		$873K Buy
17,532
+1,996
+13% +$97.5K 0.28% 87
2020
Q3 		$688K Sell
15,536
-1,361
-8% -$70.8K 0.26% 92
2020
Q2 		$1.01M Buy
16,897
+971
+6% +$58.1K 0.41% 55
2020
Q1 		$947K Sell
15,926
-23
-0.1% -$1.36K 0.42% 59
2019
Q4 		$955K Buy
15,949
+4,601
+41% +$257K 0.35% 81
2019
Q3 		$585K Sell
11,348
-42
-0.4% -$2.06K 0.46% 77
2019
Q2 		$545K Buy
11,390
+730
+7% +$36.2K 0.44% 77
2019
Q1 		$572K Buy
10,660
+737
+7% +$37.4K 0.49% 70
2018
Q4 		$466K Buy
+9,923
New +$465K 0.45% 71

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

9258 Wealth Management's INTC Position: Q3 2024 in Review

9258 Wealth Management reduced its Intel (INTC) stake by 24% in Q3 2024, selling an estimated $119K and leaving 15,177 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #248.

9258 Wealth Management first reported a position in INTC in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.24M in Q1 2021. 2,131 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

  • 9258 Wealth Management held 15,177 shares of Intel worth $356K as of Q3 2024.
  • 9258 Wealth Management sold 4,773 Intel shares in Q3 2024, an estimated $119K.
  • Intel made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #248 holding.
  • 9258 Wealth Management first reported a position in Intel in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Intel position peaked at $1.24M in Q1 2021.
  • 2,131 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.