Capital Directions Investment Advisors’s Intel INTC Stock Holding History

Capital Directions Investment 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
2022 Q4	$232K	Buy	+8,789	New	+$244K	0.09%	55
2022 Q3	–	Sell	-8,854	Closed	-$302K	–	62
2022 Q2	$331K	Sell	8,854 -149	-2%	-$6.45K	0.11%	51
2022 Q1	$446K	Sell	9,003 -1,308	-13%	-$64.8K	0.14%	47
2021 Q4	$531K	Sell	10,311 -251	-2%	-$12.8K	0.15%	47
2021 Q3	$563K	Sell	10,562 -190	-2%	-$10.3K	0.17%	46
2021 Q2	$604K	Buy	+10,752	New	+$631K	0.18%	47
2021 Q1	–	Sell	-10,062	Closed	-$501K	–	257
2020 Q4	$501K	Hold	10,062	–	–	0.17%	41
2020 Q3	$521K	Buy	+10,062	New	+$523K	0.2%	39
2020 Q2	–	Sell	-7,998	Closed	-$433K	–	225
2020 Q1	$433K	Hold	7,998	–	–	0.19%	40
2019 Q4	$479K	Hold	7,998	–	–	0.15%	43
2019 Q3	$412K	Buy	+7,998	New	+$393K	0.14%	45
2018 Q3	–	Sell	-8,021	Closed	-$399K	–	183
2018 Q2	$399K	Buy	+8,021	New	+$426K	0.19%	27

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Capital Directions Investment Advisors's INTC Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Intel (INTC) in Q4 2022: 8,789 shares worth $232K. The stake represents 0.09% of the portfolio and ranks #55 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in INTC as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in INTC in Q2 2018 and has held it in 12 quarters since. The position peaked at $604K in Q2 2021. 2,481 funds tracked by Wall St. Rank hold INTC as of Q4 2022.

Capital Directions Investment Advisors held 8,789 shares of Intel worth $232K as of Q4 2022.
Intel was a new Capital Directions Investment Advisors position in Q4 2022.
Intel made up 0.09% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #55 holding.
Capital Directions Investment Advisors first reported a position in Intel in Q2 2018 and has held it in 12 quarters since.
Capital Directions Investment Advisors's Intel position peaked at $604K in Q2 2021.
2,481 funds tracked by Wall St. Rank held Intel as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.