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Curi Wealth Management’s Intel INTC Stock Holding History

Curi 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
2022
Q4 		– Sell
-8,864
Closed -$228K – 197
2022
Q3 		$228K Buy
8,864
+6,876
+346% +$234K 0.04% 159
2022
Q2 		$74K Buy
1,988
+1,688
+563% +$73K 0.01% 198
2022
Q1 		$14K Hold
300
– – ﹤0.01% 316
2021
Q4 		$15K Buy
+300
New +$15.3K ﹤0.01% 275
2021
Q1 		– Sell
-527
Closed -$26K – 277
2020
Q4 		$26K Buy
+527
New +$25.7K 0.02% 194

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Curi Wealth Management's INTC Position: Q4 2022 in Review

Curi Wealth Management sold out of Intel (INTC) in Q4 2022, closing a stake of 8,864 shares — an estimated $228K sold.

Curi Wealth Management first reported a position in INTC in Q4 2020 and held it in 5 quarters. The position peaked at $228K in Q3 2022. 2,480 funds tracked by Wall St. Rank hold INTC as of Q4 2022.

  • Curi Wealth Management reported no remaining Intel position as of Q4 2022 after selling out during the quarter.
  • Curi Wealth Management sold 8,864 Intel shares in Q4 2022, an estimated $228K.
  • Curi Wealth Management first reported a position in Intel in Q4 2020 and held it in 5 quarters.
  • Curi Wealth Management's Intel position peaked at $228K in Q3 2022.
  • 2,480 funds tracked by Wall St. Rank held Intel as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.