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Global Wealth Management Investment Advisory’s Intel INTC Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-106
Closed -$5.33K – 285
2023
Q4 		$5.33K Sell
106
-350
-77% -$14.2K ﹤0.01% 334
2023
Q3 		$16.2K Buy
456
+450
+7,500% +$15.7K ﹤0.01% 263
2023
Q2 		$201 Buy
+6
New +$188 ﹤0.01% 460
2022
Q3 		– Sell
-739
Closed -$28K – 295
2022
Q2 		$28K Buy
739
+69
+10% +$2.98K 0.01% 218
2022
Q1 		$33K Buy
670
+120
+22% +$5.95K 0.01% 221
2021
Q4 		$28K Hold
550
– – 0.01% 235
2021
Q3 		$29K Hold
550
– – 0.01% 236
2021
Q2 		$31K Hold
550
– – 0.01% 216
2021
Q1 		$35K Sell
550
-204
-27% -$12.2K 0.01% 213
2020
Q4 		$38K Sell
754
-184
-20% -$8.99K 0.01% 198
2020
Q3 		$49K Sell
938
-2,227
-70% -$116K 0.02% 179
2020
Q2 		$189K Buy
3,165
+3
+0.1% +$179 0.08% 114
2020
Q1 		$171K Buy
3,162
+515
+19% +$30.5K 0.09% 107
2019
Q4 		$158K Sell
2,647
-91
-3% -$5.09K 0.07% 118
2019
Q3 		$141K Sell
2,738
-588
-18% -$28.9K 0.06% 117
2019
Q2 		$159K Sell
3,326
-977
-23% -$48.4K 0.08% 107
2019
Q1 		$231K Sell
4,303
-1,340
-24% -$68K 0.12% 108
2018
Q4 		$265K Buy
+5,643
New +$264K 0.15% 112

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's INTC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Intel (INTC) in Q1 2024, closing a stake of 106 shares — an estimated $5.33K sold.

Global Wealth Management Investment Advisory first reported a position in INTC in Q4 2018 and held it in 18 quarters. The position peaked at $265K in Q4 2018. 2,701 funds tracked by Wall St. Rank hold INTC as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Intel position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 106 Intel shares in Q1 2024, an estimated $5.33K.
  • Global Wealth Management Investment Advisory first reported a position in Intel in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Intel position peaked at $265K in Q4 2018.
  • 2,701 funds tracked by Wall St. Rank held Intel as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.