Baystate Wealth Management’s Intel INTC Stock Holding History

Baystate 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
2023 Q4	$362K	Buy	7,208 +189	+3%	+$7.68K	0.03%	162
2023 Q3	$250K	Buy	7,019 +149	+2%	+$5.19K	0.02%	175
2023 Q2	$230K	Sell	6,870 -2,304	-25%	-$72.3K	0.02%	178
2023 Q1	$300K	Buy	9,174 +3,537	+63%	+$100K	0.03%	160
2022 Q4	$149K	Sell	5,637 -2,720	-33%	-$75.5K	0.01%	212
2022 Q3	$215K	Buy	8,357 +267	+3%	+$9.1K	0.02%	172
2022 Q2	$303K	Sell	8,090 -823	-9%	-$35.6K	0.03%	150
2022 Q1	$442K	Buy	8,913 +553	+7%	+$27.4K	0.04%	123
2021 Q4	$431K	Buy	8,360 +1,293	+18%	+$66.1K	0.04%	122
2021 Q3	$377K	Buy	7,067 +768	+12%	+$41.6K	0.04%	113
2021 Q2	$354K	Sell	6,299 -208	-3%	-$12.2K	0.04%	112
2021 Q1	$416K	Buy	6,507 +869	+15%	+$51.8K	0.04%	100
2020 Q4	$281K	Sell	5,638 -422	-7%	-$20.6K	0.03%	106
2020 Q3	$314K	Buy	6,060 +492	+9%	+$25.6K	0.04%	95
2020 Q2	$333K	Buy	5,568 +1,066	+24%	+$63.7K	0.04%	87
2020 Q1	$244K	Sell	4,502 -215	-5%	-$12.7K	0.03%	93
2019 Q4	$282K	Buy	4,717 +248	+6%	+$13.9K	0.03%	97
2019 Q3	$230K	Sell	4,469 -1,854	-29%	-$91.2K	0.03%	99
2019 Q2	$304K	Buy	6,323 +792	+14%	+$39.3K	0.04%	87
2019 Q1	$325K	Buy	5,531 +633	+13%	+$32.1K	0.04%	84
2018 Q4	$241K	Sell	4,898 -218	-4%	-$10.2K	0.04%	91
2018 Q3	$229K	Buy	5,116 +919	+22%	+$44.7K	0.04%	80
2018 Q2	$215K	Sell	4,197 -105	-2%	-$5.58K	0.03%	82
2018 Q1	$220K	Sell	4,302 -955	-18%	-$45.4K	0.03%	77
2017 Q4	$240K	Buy	5,257 +954	+22%	+$41.6K	0.04%	73
2017 Q3	$172K	Buy	4,303 +1	+0%	+$36	0.03%	83
2017 Q2	$148K	Sell	4,302 -1,435	-25%	-$51.4K	0.03%	92
2017 Q1	$204K	Buy	5,737 +2,885	+101%	+$104K	0.04%	75
2016 Q4	$104K	Buy	+2,852	New	+$102K	0.02%	101
2013 Q3	–	Sell	-2,600	Closed	-$63K	–	121
2013 Q2	$63K	Buy	+2,600	New	+$61.4K	0.03%	84

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Baystate Wealth Management's INTC Position: Q4 2023 in Review

Baystate Wealth Management increased its Intel (INTC) stake by 2.7% in Q4 2023, buying an estimated $7.68K and bringing the position to 7,208 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #162.

Baystate Wealth Management first reported a position in INTC in Q2 2013 and has held it in 30 quarters since. The position peaked at $442K in Q1 2022. 2,801 funds tracked by Wall St. Rank hold INTC as of Q4 2023.

Baystate Wealth Management held 7,208 shares of Intel worth $362K as of Q4 2023.
Baystate Wealth Management bought 189 Intel shares in Q4 2023, an estimated $7.68K.
Intel made up 0.03% of Baystate Wealth Management's portfolio in Q4 2023, its #162 holding.
Baystate Wealth Management first reported a position in Intel in Q2 2013 and has held it in 30 quarters since.
Baystate Wealth Management's Intel position peaked at $442K in Q1 2022.
2,801 funds tracked by Wall St. Rank held Intel as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.