Holistic Financial Partners’s Intel INTC Stock Holding History

Holistic Financial Partners’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	–	Sell	-4,880	Closed	-$216K	–	131
2024 Q1	$216K	Buy	4,880 +232	+5%	+$10.3K	0.11%	123
2023 Q4	$234K	Buy	+4,648	New	+$189K	0.14%	100
2018 Q2	–	Sell	-48	Closed	-$2K	–	190
2018 Q1	$2K	Sell	48 -332	-87%	-$15.8K	﹤0.01%	423
2017 Q4	$18K	Buy	+380	New	+$16.6K	0.01%	290

Other funds holding INTC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Holistic Financial Partners's INTC Position: Q2 2024 in Review

Holistic Financial Partners sold out of Intel (INTC) in Q2 2024, closing a stake of 4,880 shares — an estimated $216K sold.

Holistic Financial Partners first reported a position in INTC in Q4 2017 and held it in 4 quarters. The position peaked at $234K in Q4 2023. 2,426 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

Holistic Financial Partners reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
Holistic Financial Partners sold 4,880 Intel shares in Q2 2024, an estimated $216K.
Holistic Financial Partners first reported a position in Intel in Q4 2017 and held it in 4 quarters.
Holistic Financial Partners's Intel position peaked at $234K in Q4 2023.
2,426 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Holistic Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.