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Kiely Wealth Advisory Group’s Intel INTC Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$110K Hold
5,540
– – 0.07% 82
2024
Q3 		$135K Hold
5,540
– – 0.09% 81
2024
Q2 		$112K Buy
5,540
+90
+2% +$2.95K 0.06% 71
2024
Q1 		$170K Hold
5,450
– – 0.1% 49
2023
Q4 		$243K Buy
+5,450
New +$221K 0.14% 42

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiely Wealth Advisory Group's INTC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Intel (INTC) position steady in Q4 2024 at 5,540 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #82.

Kiely Wealth Advisory Group first reported a position in INTC in Q4 2023 and has held it in 5 quarters since. The position peaked at $243K in Q4 2023. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

  • Kiely Wealth Advisory Group held 5,540 shares of Intel worth $110K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Intel share count unchanged in Q4 2024.
  • Intel made up 0.07% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #82 holding.
  • Kiely Wealth Advisory Group first reported a position in Intel in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Intel position peaked at $243K in Q4 2023.
  • 2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.