CWS Financial Advisors’s Intel INTC Stock Holding History

CWS Financial 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 Q2	–	Sell	-5,678	Closed	-$251K	–	109
2024 Q1	$251K	Sell	5,678 -1,223	-18%	-$54.5K	0.1%	97
2023 Q4	$347K	Sell	6,901 -1,219	-15%	-$49.5K	0.13%	112
2023 Q3	$289K	Sell	8,120 -58	-0.7%	-$2.02K	0.12%	116
2023 Q2	$273K	Sell	8,178 -211	-3%	-$6.62K	0.1%	117
2023 Q1	$274K	Buy	8,389 +895	+12%	+$25.4K	0.11%	118
2022 Q4	$480K	Buy	+7,494	New	+$208K	0.21%	75
2022 Q2	–	Sell	-5,706	Closed	-$283K	–	169
2022 Q1	$283K	Buy	5,706 +143	+3%	+$7.09K	0.11%	118
2021 Q4	$287K	Buy	+5,563	New	+$284K	0.1%	121
2021 Q2	$361K	Sell	6,438 -1,056	-14%	-$62K	0.14%	102
2021 Q1	$480K	Sell	7,494 -403	-5%	-$24K	0.21%	75
2020 Q4	$393K	Buy	7,897 +42	+0.5%	+$2.05K	0.23%	84
2020 Q3	$407K	Sell	7,855 -346	-4%	-$18K	0.27%	74
2020 Q2	$491K	Buy	8,201 +516	+7%	+$30.9K	0.35%	64
2020 Q1	$460K	Hold	7,685	–	–	0.34%	69
2019 Q4	$460K	Buy	+7,685	New	+$430K	0.34%	69

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CWS Financial Advisors's INTC Position: Q2 2024 in Review

CWS Financial Advisors sold out of Intel (INTC) in Q2 2024, closing a stake of 5,678 shares — an estimated $251K sold.

CWS Financial Advisors first reported a position in INTC in Q4 2019 and held it in 15 quarters. The position peaked at $491K in Q2 2020. 2,426 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

CWS Financial Advisors reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
CWS Financial Advisors sold 5,678 Intel shares in Q2 2024, an estimated $251K.
CWS Financial Advisors first reported a position in Intel in Q4 2019 and held it in 15 quarters.
CWS Financial Advisors's Intel position peaked at $491K in Q2 2020.
2,426 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on CWS Financial Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.