Clear Perspectives Financial Planning’s Intel INTC Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$51.2K	Hold	1,568	–	–	0.03%	72
2022 Q4	$41.4K	Sell	1,568 -36	-2%	-$1K	0.02%	90
2022 Q3	$41K	Buy	1,604 +359	+29%	+$12.2K	0.02%	89
2022 Q2	$47K	Buy	1,245 +475	+62%	+$20.6K	0.02%	91
2022 Q1	$38K	Sell	770 -400	-34%	-$19.8K	0.01%	105
2021 Q4	$60K	Buy	1,170 +400	+52%	+$20.4K	0.02%	92
2021 Q3	$41K	Sell	770 -300	-28%	-$16.3K	0.02%	107
2021 Q2	$60K	Buy	1,070 +700	+189%	+$41.1K	0.03%	93
2021 Q1	$24K	Hold	370	–	–	0.01%	121
2020 Q4	$18K	Buy	+370	New	+$18.1K	0.01%	127

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's INTC Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Intel (INTC) position steady in Q1 2023 at 1,568 shares worth $51.2K. The position accounts for 0.03% of the portfolio, ranked #72.

Clear Perspectives Financial Planning first reported a position in INTC in Q4 2020 and has held it in 10 quarters since. The position peaked at $60K in Q4 2021. 2,411 funds tracked by Wall St. Rank hold INTC as of Q1 2023.

Clear Perspectives Financial Planning held 1,568 shares of Intel worth $51.2K as of Q1 2023.
Clear Perspectives Financial Planning left its Intel share count unchanged in Q1 2023.
Intel made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #72 holding.
Clear Perspectives Financial Planning first reported a position in Intel in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Intel position peaked at $60K in Q4 2021.
2,411 funds tracked by Wall St. Rank held Intel as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.