Heritage Wealth Management (Arizona)’s Intel INTC Stock Holding History

Heritage Wealth Management (Arizona)’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	$838K	Sell	27,051 -6,500	-19%	-$213K	0.47%	50
2024 Q1	$1.48M	Buy	+33,551	New	+$1.49M	0.75%	32
2022 Q4	$149K	Buy	5,622 +2,527	+82%	+$70.2K	0.02%	363
2022 Q3	$80K	Buy	3,095 +160	+5%	+$5.46K	0.03%	349
2022 Q2	$110K	Sell	2,935 -2,812	-49%	-$122K	0.04%	323
2022 Q1	$285K	Buy	+5,747	New	+$285K	0.08%	203
2021 Q3	$340K	Buy	6,373 +164	+3%	+$8.89K	0.12%	134
2021 Q2	$349K	Sell	6,209 -403	-6%	-$23.7K	0.13%	128
2021 Q1	$423K	Buy	+6,612	New	+$394K	0.24%	80

Other funds holding INTC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s INTC Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Intel (INTC) stake by 19% in Q2 2024, selling an estimated $213K and leaving 27,051 shares worth $838K. The position accounts for 0.47% of the portfolio, ranked #50.

Heritage Wealth Management (Arizona) first reported a position in INTC in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.48M in Q1 2024. 2,432 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

Heritage Wealth Management (Arizona) held 27,051 shares of Intel worth $838K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 6,500 Intel shares in Q2 2024, an estimated $213K.
Intel made up 0.47% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #50 holding.
Heritage Wealth Management (Arizona) first reported a position in Intel in Q1 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Intel position peaked at $1.48M in Q1 2024.
2,432 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.