First Trust Direct Indexing’s Intel INTC Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-95,128	Closed	-$2.23M	–	437
2024 Q3	$2.23M	Sell	95,128 -658	-0.7%	-$16.4K	0.12%	173
2024 Q2	$2.97M	Sell	95,786 -2,219	-2%	-$72.7K	0.18%	101
2024 Q1	$4.33M	Buy	98,005 +9,457	+11%	+$421K	0.32%	53
2023 Q4	$4.45M	Buy	88,548 +15,275	+21%	+$621K	0.4%	39
2023 Q3	$2.6M	Buy	73,273 +2,122	+3%	+$73.9K	0.3%	59
2023 Q2	$2.38M	Buy	71,151 +1,921	+3%	+$60.3K	0.26%	72
2023 Q1	$2.26M	Buy	69,230 +546	+0.8%	+$15.5K	0.27%	80
2022 Q4	$1.82M	Sell	68,684 -2,801	-4%	-$77.8K	0.24%	99
2022 Q3	$1.84M	Sell	71,485 -4,326	-6%	-$147K	0.27%	79
2022 Q2	$2.84M	Buy	75,811 +3,270	+5%	+$141K	0.4%	43
2022 Q1	$3.6M	Buy	72,541 +6,435	+10%	+$319K	0.44%	37
2021 Q4	$3.4M	Buy	66,106 +906	+1%	+$46.3K	0.44%	36
2021 Q3	$3.47M	Buy	65,200 +3,334	+5%	+$181K	0.49%	31
2021 Q2	$3.47M	Buy	61,866 +18,924	+44%	+$1.11M	0.52%	25
2021 Q1	$2.75M	Buy	42,942 +3,150	+8%	+$188K	0.73%	18
2020 Q4	$1.98M	Buy	+39,792	New	+$1.94M	0.53%	23

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Direct Indexing's INTC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Intel (INTC) in Q4 2024, closing a stake of 95,128 shares — an estimated $2.23M sold.

First Trust Direct Indexing first reported a position in INTC in Q4 2020 and held it in 16 quarters. The position peaked at $4.45M in Q4 2023. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

First Trust Direct Indexing reported no remaining Intel position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 95,128 Intel shares in Q4 2024, an estimated $2.23M.
First Trust Direct Indexing first reported a position in Intel in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Intel position peaked at $4.45M in Q4 2023.
2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.