Jupiter Wealth Management’s Intel INTC Stock Holding History

Jupiter Wealth Management’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 Q3	–	Sell	-10,000	Closed	-$307K	–	98
2024 Q2	$307K	Hold	10,000	–	–	0.16%	72
2024 Q1	$300K	Hold	10,000	–	–	0.16%	72
2023 Q4	$503K	Hold	10,000	–	–	0.3%	60
2023 Q3	$389K	Hold	10,000	–	–	0.25%	62
2023 Q2	$334K	Hold	10,000	–	–	0.29%	54
2023 Q1	$327K	Hold	10,000	–	–	0.3%	50
2022 Q4	$264K	Hold	10,000	–	–	0.26%	46
2022 Q3	$257K	Hold	10,000	–	–	0.26%	48
2022 Q2	$374K	Hold	10,000	–	–	0.34%	49
2022 Q1	$495K	Sell	10,000 -4,160	-29%	-$206K	0.31%	59
2021 Q4	$729K	Hold	14,160	–	–	0.38%	51
2021 Q3	$719K	Sell	14,160 -940	-6%	-$51K	0.34%	60
2021 Q2	$814K	Hold	15,100	–	–	0.39%	52
2021 Q1	$880K	Buy	15,100 +5,100	+51%	+$304K	0.44%	47
2020 Q4	$498K	Sell	10,000 -5,100	-34%	-$249K	0.31%	49
2020 Q3	$782K	Sell	15,100 -78,365	-84%	-$4.07M	0.55%	37
2020 Q2	$5.71M	Sell	93,465 -510	-0.5%	-$30.5K	2.86%	13
2020 Q1	$5.4M	Buy	93,975 +70,575	+302%	+$4.17M	3.15%	11
2019 Q4	$1.39M	Hold	23,400	–	–	0.67%	32
2019 Q3	$1.21M	Sell	23,400 -156,749	-87%	-$7.71M	0.64%	34
2019 Q2	$8.9M	Buy	180,149 +660	+0.4%	+$32.7K	4.41%	4
2019 Q1	$10.5M	Buy	+179,489	New	+$9.1M	5.06%	2

Other funds holding INTC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jupiter Wealth Management's INTC Position: Q3 2024 in Review

Jupiter Wealth Management sold out of Intel (INTC) in Q3 2024, closing a stake of 10,000 shares — an estimated $307K sold.

Jupiter Wealth Management first reported a position in INTC in Q1 2019 and held it in 22 quarters. The position peaked at $10.5M in Q1 2019. 2,131 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

Jupiter Wealth Management reported no remaining Intel position as of Q3 2024 after selling out during the quarter.
Jupiter Wealth Management sold 10,000 Intel shares in Q3 2024, an estimated $307K.
Jupiter Wealth Management first reported a position in Intel in Q1 2019 and held it in 22 quarters.
Jupiter Wealth Management's Intel position peaked at $10.5M in Q1 2019.
2,131 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on Jupiter Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.