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Aevitas Wealth Management’s Intel INTC Stock Holding History

Aevitas 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
2022
Q4 		$458K Sell
17,318
-1,378
-7% -$38.3K 0.27% 77
2022
Q3 		$482K Sell
18,696
-70
-0.4% -$2.39K 0.36% 69
2022
Q2 		$702K Buy
18,766
+46
+0.2% +$1.99K 0.48% 58
2022
Q1 		$928K Sell
18,720
-1,346
-7% -$66.7K 0.57% 50
2021
Q4 		$1.03M Sell
20,066
-120
-0.6% -$6.13K 0.62% 46
2021
Q3 		$1.08M Buy
20,186
+46
+0.2% +$2.49K 0.69% 39
2021
Q2 		$1.13M Sell
20,140
-793
-4% -$46.5K 0.72% 39
2021
Q1 		$1.34M Sell
20,933
-409
-2% -$24.4K 0.93% 32
2020
Q4 		$1.06M Sell
21,342
-405
-2% -$19.8K 0.78% 37
2020
Q3 		$1.13M Sell
21,747
-314
-1% -$16.3K 0.93% 31
2020
Q2 		$1.32M Buy
22,061
+445
+2% +$26.6K 1.22% 24
2020
Q1 		$1.17M Sell
21,616
-422
-2% -$25K 1.31% 19
2019
Q4 		$1.32M Buy
22,038
+31
+0.1% +$1.74K 1.24% 25
2019
Q3 		$1.13M Sell
22,007
-817
-4% -$40.2K 1.14% 26
2019
Q2 		$1.09M Sell
22,824
-954
-4% -$47.3K 1.1% 27
2019
Q1 		$1.28M Buy
23,778
+39
+0.2% +$1.98K 1.14% 26
2018
Q4 		$1.11M Sell
23,739
-1,195
-5% -$56K 1.14% 24
2018
Q3 		$1.18M Buy
24,934
+757
+3% +$36.8K 1.07% 24
2018
Q2 		$1.2M Sell
24,177
-101
-0.4% -$5.36K 1.17% 22
2018
Q1 		$1.26M Sell
24,278
-2,419
-9% -$115K 1.26% 21
2017
Q4 		$1.23M Buy
+26,697
New +$1.16M 1.17% 24

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Aevitas Wealth Management's INTC Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Intel (INTC) stake by 7.4% in Q4 2022, selling an estimated $38.3K and leaving 17,318 shares worth $458K. The position accounts for 0.27% of the portfolio, ranked #77.

Aevitas Wealth Management first reported a position in INTC in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.34M in Q1 2021. 2,480 funds tracked by Wall St. Rank hold INTC as of Q4 2022.

  • Aevitas Wealth Management held 17,318 shares of Intel worth $458K as of Q4 2022.
  • Aevitas Wealth Management sold 1,378 Intel shares in Q4 2022, an estimated $38.3K.
  • Intel made up 0.27% of Aevitas Wealth Management's portfolio in Q4 2022, its #77 holding.
  • Aevitas Wealth Management first reported a position in Intel in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Intel position peaked at $1.34M in Q1 2021.
  • 2,480 funds tracked by Wall St. Rank held Intel as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.