Heritage Family Offices’s Intel INTC Stock Holding History

Heritage Family Offices’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	-10,826	Closed	-$254K	–	190
2024 Q3	$254K	Sell	10,826 -16,225	-60%	-$405K	0.13%	150
2024 Q2	$838K	Buy	+27,051	New	+$886K	0.47%	50

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

Heritage Family Offices's INTC Position: Q4 2024 in Review

Heritage Family Offices sold out of Intel (INTC) in Q4 2024, closing a stake of 10,826 shares — an estimated $254K sold.

Heritage Family Offices first reported a position in INTC in Q2 2024 and held it in 2 quarters. The position peaked at $838K in Q2 2024. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

Heritage Family Offices reported no remaining Intel position as of Q4 2024 after selling out during the quarter.
Heritage Family Offices sold 10,826 Intel shares in Q4 2024, an estimated $254K.
Heritage Family Offices first reported a position in Intel in Q2 2024 and held it in 2 quarters.
Heritage Family Offices's Intel position peaked at $838K in Q2 2024.
2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Heritage Family Offices's 13F filing for Q4 2024, filed 14 Jan 2025.