Invera Wealth Advisors’s Intel INTC Stock Holding History

Invera 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
2024 Q1	–	Sell	-10,285	Closed	-$517K	–	80
2023 Q4	$517K	Buy	+10,285	New	+$418K	0.32%	75

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Invera Wealth Advisors's INTC Position: Q1 2024 in Review

Invera Wealth Advisors sold out of Intel (INTC) in Q1 2024, closing a stake of 10,285 shares — an estimated $517K sold.

Invera Wealth Advisors first reported a position in INTC in Q4 2023 and held it in 1 quarter. The position peaked at $517K in Q4 2023. 2,702 funds tracked by Wall St. Rank hold INTC as of Q1 2024.

Invera Wealth Advisors reported no remaining Intel position as of Q1 2024 after selling out during the quarter.
Invera Wealth Advisors sold 10,285 Intel shares in Q1 2024, an estimated $517K.
Invera Wealth Advisors first reported a position in Intel in Q4 2023 and held it in 1 quarter.
Invera Wealth Advisors's Intel position peaked at $517K in Q4 2023.
2,702 funds tracked by Wall St. Rank held Intel as of Q1 2024.

Based on Invera Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.