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Freedom Wealth Alliance’s Intel INTC Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		$217K Sell
6,097
-6,166
-50% -$215K 0.36% 37
2023
Q2 		$415K Sell
12,263
-157
-1% -$4.93K 0.58% 29
2023
Q1 		$406K Buy
12,420
+4,093
+49% +$116K 0.61% 27
2022
Q4 		$220K Buy
+8,327
New +$231K 0.31% 48

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Freedom Wealth Alliance's INTC Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Intel (INTC) stake by 50% in Q3 2023, selling an estimated $215K and leaving 6,097 shares worth $217K. The position accounts for 0.36% of the portfolio, ranked #37.

Freedom Wealth Alliance first reported a position in INTC in Q4 2022 and has held it in 4 quarters since. The position peaked at $415K in Q2 2023. 2,475 funds tracked by Wall St. Rank hold INTC as of Q3 2023.

  • Freedom Wealth Alliance held 6,097 shares of Intel worth $217K as of Q3 2023.
  • Freedom Wealth Alliance sold 6,166 Intel shares in Q3 2023, an estimated $215K.
  • Intel made up 0.36% of Freedom Wealth Alliance's portfolio in Q3 2023, its #37 holding.
  • Freedom Wealth Alliance first reported a position in Intel in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Intel position peaked at $415K in Q2 2023.
  • 2,475 funds tracked by Wall St. Rank held Intel as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.