ERTS Wealth Advisors’s Intel INTC Stock Holding History

ERTS Wealth 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	-4,567	Closed	-$202K	–	89
2024 Q1	$202K	Hold	4,567	–	–	0.04%	88
2023 Q4	$229K	Buy	+4,567	New	+$186K	0.05%	82
2022 Q2	–	Sell	-4,757	Closed	-$236K	–	93
2022 Q1	$236K	Sell	4,757 -151	-3%	-$7.48K	0.07%	81
2021 Q4	$253K	Buy	4,908 +100	+2%	+$5.11K	0.06%	75
2021 Q3	$256K	Hold	4,808	–	–	0.07%	70
2021 Q2	$270K	Hold	4,808	–	–	0.07%	72
2021 Q1	$308K	Sell	4,808 -1,040	-18%	-$62K	0.09%	63
2020 Q4	$291K	Hold	5,848	–	–	0.09%	61
2020 Q3	$303K	Sell	5,848 -580	-9%	-$30.2K	0.11%	58
2020 Q2	$385K	Sell	6,428 -181	-3%	-$10.8K	0.16%	58
2020 Q1	$358K	Hold	6,609	–	–	0.17%	59
2019 Q4	$396K	Sell	6,609 -450	-6%	-$25.2K	0.18%	54
2019 Q3	$364K	Sell	7,059 -570	-7%	-$28K	0.18%	53
2019 Q2	$365K	Hold	7,629	–	–	0.2%	59
2019 Q1	$410K	Buy	7,629 +1,310	+21%	+$66.4K	0.24%	53
2018 Q4	$297K	Buy	+6,319	New	+$296K	0.21%	58

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

ERTS Wealth Advisors's INTC Position: Q2 2024 in Review

ERTS Wealth Advisors sold out of Intel (INTC) in Q2 2024, closing a stake of 4,567 shares — an estimated $202K sold.

ERTS Wealth Advisors first reported a position in INTC in Q4 2018 and held it in 16 quarters. The position peaked at $410K in Q1 2019. 2,426 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

ERTS Wealth Advisors reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
ERTS Wealth Advisors sold 4,567 Intel shares in Q2 2024, an estimated $202K.
ERTS Wealth Advisors first reported a position in Intel in Q4 2018 and held it in 16 quarters.
ERTS Wealth Advisors's Intel position peaked at $410K in Q1 2019.
2,426 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on ERTS Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.