IAM Advisory’s Intel INTC Stock Holding History

IAM 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
2023 Q1	–	Sell	-26,214	Closed	-$693K	–	96
2022 Q4	$693K	Buy	26,214 +2,458	+10%	+$68.3K	0.25%	54
2022 Q3	$612K	Buy	23,756 +2,547	+12%	+$86.8K	0.26%	54
2022 Q2	$793K	Buy	21,209 +2,135	+11%	+$92.4K	0.33%	45
2022 Q1	$945K	Buy	19,074 +740	+4%	+$36.7K	0.38%	41
2021 Q4	$1.01M	Buy	18,334 +1,776	+11%	+$90.8K	0.4%	36
2021 Q3	$885K	Buy	+16,558	New	+$898K	0.38%	43
2021 Q2	–	Sell	-15,201	Closed	-$870K	–	66
2021 Q1	$870K	Buy	15,201 +720	+5%	+$42.9K	0.38%	41
2020 Q4	$835K	Buy	+14,481	New	+$707K	0.42%	36

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

IAM Advisory's INTC Position: Q1 2023 in Review

IAM Advisory sold out of Intel (INTC) in Q1 2023, closing a stake of 26,214 shares — an estimated $693K sold.

IAM Advisory first reported a position in INTC in Q4 2020 and held it in 8 quarters. The position peaked at $1.01M in Q4 2021. 2,412 funds tracked by Wall St. Rank hold INTC as of Q1 2023.

IAM Advisory reported no remaining Intel position as of Q1 2023 after selling out during the quarter.
IAM Advisory sold 26,214 Intel shares in Q1 2023, an estimated $693K.
IAM Advisory first reported a position in Intel in Q4 2020 and held it in 8 quarters.
IAM Advisory's Intel position peaked at $1.01M in Q4 2021.
2,412 funds tracked by Wall St. Rank held Intel as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.