BKM Wealth Management’s Intel INTC Stock Holding History

BKM 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 Q3	–	Sell	-35,592	Closed	-$1.1M	–	163
2024 Q2	$1.1M	Buy	35,592 +5,716	+19%	+$187K	0.53%	60
2024 Q1	$1.32M	Buy	29,876 +71	+0.2%	+$3.16K	0.57%	55
2023 Q4	$1.5M	Buy	+29,805	New	+$1.21M	0.64%	43

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BKM Wealth Management's INTC Position: Q3 2024 in Review

BKM Wealth Management sold out of Intel (INTC) in Q3 2024, closing a stake of 35,592 shares — an estimated $1.1M sold.

BKM Wealth Management first reported a position in INTC in Q4 2023 and held it in 3 quarters. The position peaked at $1.5M in Q4 2023. 2,132 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

BKM Wealth Management reported no remaining Intel position as of Q3 2024 after selling out during the quarter.
BKM Wealth Management sold 35,592 Intel shares in Q3 2024, an estimated $1.1M.
BKM Wealth Management first reported a position in Intel in Q4 2023 and held it in 3 quarters.
BKM Wealth Management's Intel position peaked at $1.5M in Q4 2023.
2,132 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on BKM Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.