Avitas Wealth Management’s Intel INTC Stock Holding History

Avitas 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 Q2	–	Sell	-40,372	Closed	-$1.78M	–	208
2024 Q1	$1.78M	Buy	+40,372	New	+$1.8M	0.27%	98
2022 Q2	–	Sell	-77,514	Closed	-$3.84M	–	209
2022 Q1	$3.84M	Buy	+77,514	New	+$3.84M	0.69%	37
2019 Q2	–	Sell	-34,128	Closed	-$1.83M	–	171
2019 Q1	$1.83M	Buy	34,128 +311	+0.9%	+$15.8K	0.53%	82
2018 Q4	$1.59M	Sell	33,817 -56,085	-62%	-$2.63M	0.52%	83
2018 Q3	$4.25M	Buy	89,902 +52,168	+138%	+$2.54M	1.21%	18
2018 Q2	$1.88M	Buy	+37,734	New	+$2M	0.58%	82

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avitas Wealth Management's INTC Position: Q2 2024 in Review

Avitas Wealth Management sold out of Intel (INTC) in Q2 2024, closing a stake of 40,372 shares — an estimated $1.78M sold.

Avitas Wealth Management first reported a position in INTC in Q2 2018 and held it in 6 quarters. The position peaked at $4.25M in Q3 2018. 2,427 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

Avitas Wealth Management reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
Avitas Wealth Management sold 40,372 Intel shares in Q2 2024, an estimated $1.78M.
Avitas Wealth Management first reported a position in Intel in Q2 2018 and held it in 6 quarters.
Avitas Wealth Management's Intel position peaked at $4.25M in Q3 2018.
2,427 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Avitas Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.