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Bell & Brown Wealth Advisors’s Intel INTC Stock Holding History

Bell & Brown Wealth Advisors’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
Q4 		– Sell
-10,298
Closed -$242K – 72
2024
Q3 		$242K Sell
10,298
-286
-3% -$7.14K 0.09% 64
2024
Q2 		$328K Sell
10,584
-1,001
-9% -$32.8K 0.13% 61
2024
Q1 		$512K Sell
11,585
-3,080
-21% -$137K 0.22% 57
2023
Q4 		$737K Buy
+14,665
New +$596K 0.34% 53
2023
Q2 		$569K Buy
17,007
+798
+5% +$25.1K 0.28% 54
2023
Q1 		$530K Sell
16,209
-3,546
-18% -$100K 0.28% 54
2022
Q4 		$522K Sell
19,755
-16,471
-45% -$457K 0.29% 56
2022
Q3 		$934K Sell
36,226
-3,397
-9% -$116K 0.58% 50
2022
Q2 		$1.48M Buy
39,623
+1,050
+3% +$45.4K 0.79% 50
2022
Q1 		$1.91M Buy
38,573
+1,221
+3% +$60.5K 0.87% 46
2021
Q4 		$1.84M Buy
37,352
+4,789
+15% +$245K 0.89% 45
2021
Q3 		$1.74M Buy
+32,563
New +$1.77M 0.94% 45
2020
Q3 		$1.56M Sell
29,069
-308
-1% -$16K 1.13% 34
2020
Q2 		$1.44M Sell
29,377
-539
-2% -$32.2K 1.12% 36
2020
Q1 		$1.8M Sell
29,916
-530
-2% -$31.4K 1.67% 24
2019
Q4 		$1.8M Sell
30,446
-945
-3% -$52.9K 1.34% 29
2019
Q3 		$1.58M Buy
31,391
+694
+2% +$34.1K 1.3% 33
2019
Q2 		$1.47M Buy
30,697
+299
+1% +$14.8K 1.29% 31
2019
Q1 		$1.63M Buy
30,398
+406
+1% +$20.6K 1.49% 29
2018
Q4 		$1.41M Buy
29,992
+1,202
+4% +$56.3K 1.51% 27
2018
Q3 		$1.35M Buy
28,790
+1,758
+7% +$85.5K 1.25% 33
2018
Q2 		$1.34M Buy
27,032
+2,456
+10% +$130K 1.33% 31
2018
Q1 		$1.28M Sell
24,576
-1,009
-4% -$47.9K 1.35% 31
2017
Q4 		$1.18M Buy
+25,585
New +$1.12M 1.22% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bell & Brown Wealth Advisors's INTC Position: Q4 2024 in Review

Bell & Brown Wealth Advisors sold out of Intel (INTC) in Q4 2024, closing a stake of 10,298 shares — an estimated $242K sold.

Bell & Brown Wealth Advisors first reported a position in INTC in Q4 2017 and held it in 24 quarters. The position peaked at $1.91M in Q1 2022. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

  • Bell & Brown Wealth Advisors reported no remaining Intel position as of Q4 2024 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 10,298 Intel shares in Q4 2024, an estimated $242K.
  • Bell & Brown Wealth Advisors first reported a position in Intel in Q4 2017 and held it in 24 quarters.
  • Bell & Brown Wealth Advisors's Intel position peaked at $1.91M in Q1 2022.
  • 2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2024, filed 7 May 2025.