Elwood & Goetz Wealth Advisory Group’s Intel INTC Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	-6,359	Closed	-$281K	–	86
2024 Q1	$281K	Hold	6,359	–	–	0.07%	67
2023 Q4	$320K	Buy	6,359 +123	+2%	+$5K	0.07%	63
2023 Q3	$222K	Buy	+6,236	New	+$217K	0.05%	71

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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

Elwood & Goetz Wealth Advisory Group's INTC Position: Q2 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of Intel (INTC) in Q2 2024, closing a stake of 6,359 shares — an estimated $281K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in INTC in Q3 2023 and held it in 3 quarters. The position peaked at $320K in Q4 2023. 2,427 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

Elwood & Goetz Wealth Advisory Group reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 6,359 Intel shares in Q2 2024, an estimated $281K.
Elwood & Goetz Wealth Advisory Group first reported a position in Intel in Q3 2023 and held it in 3 quarters.
Elwood & Goetz Wealth Advisory Group's Intel position peaked at $320K in Q4 2023.
2,427 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.