Altium Wealth Management’s Intel INTC Stock Holding History

Altium 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 Q2	$2.45M	Sell	65,523 -3,440	-5%	-$149K	0.18%	71
2022 Q1	$3.42M	Buy	68,963 +10,777	+19%	+$534K	0.22%	54
2021 Q4	$3M	Sell	58,186 -1,743	-3%	-$89.1K	0.19%	60
2021 Q3	$3.19M	Buy	59,929 +1,145	+2%	+$62.1K	0.23%	49
2021 Q2	$3.3M	Sell	58,784 -745	-1%	-$43.7K	0.24%	45
2021 Q1	$3.81M	Buy	59,529 +90	+0.2%	+$5.36K	0.31%	39
2020 Q4	$2.96M	Sell	59,439 -3,392	-5%	-$166K	0.26%	40
2020 Q3	$3.25M	Sell	62,831 -6,652	-10%	-$346K	0.34%	37
2020 Q2	$4.16M	Sell	69,483 -4,293	-6%	-$257K	0.47%	28
2020 Q1	$3.99M	Buy	73,776 +6,456	+10%	+$382K	0.55%	26
2019 Q4	$4.03M	Buy	67,320 +3,158	+5%	+$177K	0.48%	25
2019 Q3	$3.31M	Buy	64,162 +969	+2%	+$47.6K	0.45%	25
2019 Q2	$3.02M	Sell	63,193 -4,975	-7%	-$247K	0.44%	28
2019 Q1	$3.66M	Buy	68,168 +1,541	+2%	+$78.2K	0.58%	24
2018 Q4	$3.13M	Buy	66,627 +13,858	+26%	+$649K	0.6%	24
2018 Q3	$2.5M	Buy	52,769 +2,196	+4%	+$107K	0.48%	32
2018 Q2	$2.51M	Buy	50,573 +29,050	+135%	+$1.54M	0.67%	30
2018 Q1	$1.12M	Buy	21,523 +5,243	+32%	+$249K	0.44%	39
2017 Q4	$752K	Buy	+16,280	New	+$710K	0.34%	54

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Altium Wealth Management's INTC Position: Q2 2022 in Review

Altium Wealth Management reduced its Intel (INTC) stake by 5% in Q2 2022, selling an estimated $149K and leaving 65,523 shares worth $2.45M. The position accounts for 0.18% of the portfolio, ranked #71.

Altium Wealth Management first reported a position in INTC in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.16M in Q2 2020. 2,679 funds tracked by Wall St. Rank hold INTC as of Q2 2022.

Altium Wealth Management held 65,523 shares of Intel worth $2.45M as of Q2 2022.
Altium Wealth Management sold 3,440 Intel shares in Q2 2022, an estimated $149K.
Intel made up 0.18% of Altium Wealth Management's portfolio in Q2 2022, its #71 holding.
Altium Wealth Management first reported a position in Intel in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Intel position peaked at $4.16M in Q2 2020.
2,679 funds tracked by Wall St. Rank held Intel as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.