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Insight Wealth Strategies’s Intel INTC Stock Holding History

Insight Wealth Strategies’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
-44,313
Closed -$2.23M – 172
2023
Q4 		$2.23M Sell
44,313
-469
-1% -$19.1K 0.36% 50
2023
Q3 		$1.59M Buy
44,782
+4,637
+12% +$162K 0.31% 70
2023
Q2 		$1.34M Buy
40,145
+319
+0.8% +$10K 0.26% 76
2023
Q1 		$1.3M Buy
39,826
+2,390
+6% +$67.7K 0.26% 76
2022
Q4 		$989K Buy
37,436
+6,614
+21% +$184K 0.19% 92
2022
Q3 		$1.15M Hold
30,822
– – 0.21% 90
2022
Q2 		$1.15M Buy
30,822
+3,665
+13% +$159K 0.21% 90
2022
Q1 		$1.35M Buy
27,157
+4,509
+20% +$223K 0.2% 86
2021
Q4 		$1.17M Buy
22,648
+3,284
+17% +$168K 0.17% 90
2021
Q3 		$1.03M Buy
19,364
+1,265
+7% +$68.6K 0.15% 95
2021
Q2 		$1.02M Buy
18,099
+9,731
+116% +$571K 0.14% 98
2021
Q1 		$536K Buy
8,368
+75
+0.9% +$4.47K 0.07% 141
2020
Q4 		$413K Sell
8,293
-1,614
-16% -$78.8K 0.07% 128
2020
Q3 		$513K Buy
9,907
+154
+2% +$8.01K 0.1% 98
2020
Q2 		$584K Buy
9,753
+6
+0.1% +$359 0.13% 74
2020
Q1 		$528K Buy
9,747
+418
+4% +$24.7K 0.14% 72
2019
Q4 		$558K Buy
9,329
+2,352
+34% +$132K 0.12% 116
2019
Q3 		$360K Buy
6,977
+2,479
+55% +$122K 0.08% 144
2019
Q2 		$215K Buy
+4,498
New +$223K 0.05% 151

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

Insight Wealth Strategies's INTC Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Intel (INTC) in Q1 2024, closing a stake of 44,313 shares — an estimated $2.23M sold.

Insight Wealth Strategies first reported a position in INTC in Q2 2019 and held it in 19 quarters. The position peaked at $2.23M in Q4 2023. 2,701 funds tracked by Wall St. Rank hold INTC as of Q1 2024.

  • Insight Wealth Strategies reported no remaining Intel position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 44,313 Intel shares in Q1 2024, an estimated $2.23M.
  • Insight Wealth Strategies first reported a position in Intel in Q2 2019 and held it in 19 quarters.
  • Insight Wealth Strategies's Intel position peaked at $2.23M in Q4 2023.
  • 2,701 funds tracked by Wall St. Rank held Intel as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.