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Epic Trust Investment Advisors’s Intel INTC Stock Holding History

Epic Trust Investment 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
-5,663
Closed -$250K – 112
2024
Q1 		$250K Buy
5,663
+706
+14% +$31.5K 0.31% 90
2023
Q4 		$249K Buy
+4,957
New +$201K 0.33% 81

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State Street
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Epic Trust Investment Advisors's INTC Position: Q2 2024 in Review

Epic Trust Investment Advisors sold out of Intel (INTC) in Q2 2024, closing a stake of 5,663 shares — an estimated $250K sold.

Epic Trust Investment Advisors first reported a position in INTC in Q4 2023 and held it in 2 quarters. The position peaked at $250K in Q1 2024. 2,427 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

  • Epic Trust Investment Advisors reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 5,663 Intel shares in Q2 2024, an estimated $250K.
  • Epic Trust Investment Advisors first reported a position in Intel in Q4 2023 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Intel position peaked at $250K in Q1 2024.
  • 2,427 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.