Financial Synergies Wealth Advisors’s Intel INTC Stock Holding History

Financial Synergies 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	-50	Closed	-$2.21K	–	246
2024 Q1	$2.21K	Sell	50 -24	-32%	-$1.07K	﹤0.01%	314
2023 Q4	$1.96K	Buy	74 +24	+48%	+$975	﹤0.01%	247
2023 Q3	$1.78K	Hold	50	–	–	﹤0.01%	312
2023 Q2	$1.67K	Sell	50 -24	-32%	-$753	﹤0.01%	309
2023 Q1	$2.42K	Hold	74	–	–	﹤0.01%	292
2022 Q4	$1.96K	Buy	+74	New	+$2.06K	﹤0.01%	247
2022 Q3	–	Sell	-55	Closed	-$2.06K	–	494
2022 Q2	$2.06K	Buy	+55	New	+$2.38K	﹤0.01%	233
2021 Q2	–	Sell	-3,195	Closed	-$204K	–	66
2021 Q1	$204K	Buy	+3,195	New	+$190K	0.03%	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

Financial Synergies Wealth Advisors's INTC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Intel (INTC) in Q2 2024, closing a stake of 50 shares — an estimated $2.21K sold.

Financial Synergies Wealth Advisors first reported a position in INTC in Q1 2021 and held it in 8 quarters. The position peaked at $204K in Q1 2021. 2,426 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 50 Intel shares in Q2 2024, an estimated $2.21K.
Financial Synergies Wealth Advisors first reported a position in Intel in Q1 2021 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Intel position peaked at $204K in Q1 2021.
2,426 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.