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Eads & Heald Wealth Management’s Intel INTC Stock Holding History

Eads & Heald 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
-7,213
Closed -$223K – 147
2024
Q2 		$223K Sell
7,213
-11,225
-61% -$368K 0.11% 137
2024
Q1 		$814K Buy
+18,438
New +$822K 0.38% 97
2023
Q1 		– Sell
-17,570
Closed -$464K – 146
2022
Q4 		$464K Sell
17,570
-286
-2% -$7.94K 0.24% 114
2022
Q3 		$460K Sell
17,856
-2,647
-13% -$90.2K 0.26% 111
2022
Q2 		$767K Sell
20,503
-2,991
-13% -$129K 0.41% 94
2022
Q1 		$1.16M Sell
23,494
-1,340
-5% -$66.4K 0.54% 85
2021
Q4 		$1.28M Sell
24,834
-245
-1% -$12.5K 0.56% 83
2021
Q3 		$1.34M Buy
25,079
+135
+0.5% +$7.32K 0.65% 75
2021
Q2 		$1.4M Buy
24,944
+30
+0.1% +$1.76K 0.68% 74
2021
Q1 		$1.59M Buy
24,914
+294
+1% +$17.5K 0.82% 60
2020
Q4 		$1.23M Sell
24,620
-987
-4% -$48.2K 0.66% 72
2020
Q3 		$1.33M Buy
25,607
+10,625
+71% +$552K 0.79% 62
2020
Q2 		$896K Buy
14,982
+375
+3% +$22.4K 0.54% 81
2020
Q1 		$791K Sell
14,607
-184
-1% -$10.9K 0.56% 79
2019
Q4 		$885K Sell
14,791
-25
-0.2% -$1.4K 0.47% 90
2019
Q3 		$763K Buy
14,816
+668
+5% +$32.8K 0.43% 94
2019
Q2 		$677K Sell
14,148
-490
-3% -$24.3K 0.38% 98
2019
Q1 		$786K Buy
14,638
+2,325
+19% +$118K 0.46% 88
2018
Q4 		$578K Buy
+12,313
New +$577K 0.39% 97

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Eads & Heald Wealth Management's INTC Position: Q3 2024 in Review

Eads & Heald Wealth Management sold out of Intel (INTC) in Q3 2024, closing a stake of 7,213 shares — an estimated $223K sold.

Eads & Heald Wealth Management first reported a position in INTC in Q4 2018 and held it in 19 quarters. The position peaked at $1.59M in Q1 2021. 2,131 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

  • Eads & Heald Wealth Management reported no remaining Intel position as of Q3 2024 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 7,213 Intel shares in Q3 2024, an estimated $223K.
  • Eads & Heald Wealth Management first reported a position in Intel in Q4 2018 and held it in 19 quarters.
  • Eads & Heald Wealth Management's Intel position peaked at $1.59M in Q1 2021.
  • 2,131 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.