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Intercontinental Wealth Advisors’s Intel INTC Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$919K Sell
27,479
-53
-0.2% -$1.66K 0.22% 106
2023
Q1 		$899K Sell
27,532
-8,808
-24% -$250K 0.23% 106
2022
Q4 		$960K Buy
36,340
+10,555
+41% +$293K 0.29% 82
2022
Q3 		$664K Sell
25,785
-6,982
-21% -$238K 0.21% 110
2022
Q2 		$1.23M Buy
32,767
+603
+2% +$26.1K 0.33% 62
2022
Q1 		$1.59M Buy
32,164
+682
+2% +$33.8K 0.36% 48
2021
Q4 		$1.62M Buy
31,482
+7,038
+29% +$360K 0.34% 51
2021
Q3 		$1.3M Sell
24,444
-1,322
-5% -$71.7K 0.3% 60
2021
Q2 		$1.45M Buy
25,766
+3,053
+13% +$179K 0.29% 58
2021
Q1 		$1.45M Sell
22,713
-146
-0.6% -$8.7K 0.32% 56
2020
Q4 		$1.14M Sell
22,859
-3,158
-12% -$154K 0.27% 73
2020
Q3 		$1.35M Buy
26,017
+7,690
+42% +$400K 0.39% 43
2020
Q2 		$1.1M Buy
18,327
+3,046
+20% +$182K 0.36% 58
2020
Q1 		$827K Buy
15,281
+14,981
+4,994% +$886K 0.44% 61
2019
Q4 		$20K Sell
300
-692
-70% -$38.7K 0.02% 232
2019
Q3 		$51K Buy
992
+450
+83% +$22.1K 0.03% 214
2019
Q2 		$26K Sell
542
-4,640
-90% -$230K 0.01% 255
2019
Q1 		$278K Sell
5,182
-500
-9% -$25.4K 0.14% 107
2018
Q4 		$267K Sell
5,682
-1,444
-20% -$67.6K 0.15% 99
2018
Q3 		$337K Hold
7,126
– – 0.17% 93
2018
Q2 		$354K Sell
7,126
-8,512
-54% -$452K 0.2% 74
2018
Q1 		$814K Buy
15,638
+275
+2% +$13.1K 0.47% 46
2017
Q4 		$709K Buy
15,363
+78
+0.5% +$3.4K 0.4% 46
2017
Q3 		$582K Sell
15,285
-17
-0.1% -$604 0.36% 48
2017
Q2 		$516K Sell
15,302
-2,064
-12% -$73.9K 0.33% 56
2017
Q1 		$626K Buy
17,366
+6,879
+66% +$249K 0.38% 58
2016
Q4 		$380K Buy
+10,487
New +$376K 0.25% 81

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Intercontinental Wealth Advisors's INTC Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Intel (INTC) stake by 0.19% in Q2 2023, selling an estimated $1.66K and leaving 27,479 shares worth $919K. The position accounts for 0.22% of the portfolio, ranked #106.

Intercontinental Wealth Advisors first reported a position in INTC in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.62M in Q4 2021. 2,424 funds tracked by Wall St. Rank hold INTC as of Q2 2023.

  • Intercontinental Wealth Advisors held 27,479 shares of Intel worth $919K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 53 Intel shares in Q2 2023, an estimated $1.66K.
  • Intel made up 0.22% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #106 holding.
  • Intercontinental Wealth Advisors first reported a position in Intel in Q4 2016 and has held it in 27 quarters since.
  • Intercontinental Wealth Advisors's Intel position peaked at $1.62M in Q4 2021.
  • 2,424 funds tracked by Wall St. Rank held Intel as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.