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Laidlaw Wealth Management’s Intel INTC Stock Holding History

Laidlaw 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
Q2 		– Sell
-8,961
Closed -$396K – 178
2024
Q1 		$396K Sell
8,961
-1,186
-12% -$52.8K 0.22% 117
2023
Q4 		$510K Sell
10,147
-3,327
-25% -$135K 0.19% 125
2023
Q3 		$479K Sell
13,474
-3,708
-22% -$129K 0.16% 152
2023
Q2 		$575K Buy
17,182
+21
+0.1% +$659 0.11% 187
2023
Q1 		$561K Sell
17,161
-568
-3% -$16.1K 0.11% 194
2022
Q4 		$469K Sell
17,729
-831
-4% -$23.1K 0.1% 202
2022
Q3 		$478K Sell
18,560
-642
-3% -$21.9K 0.11% 178
2022
Q2 		$718K Sell
19,202
-4,953
-21% -$214K 0.15% 158
2022
Q1 		$1.2M Buy
24,155
+1,466
+6% +$72.7K 0.2% 123
2021
Q4 		$1.17M Buy
+22,689
New +$1.16M 0.19% 131
2021
Q1 		– Sell
-26,697
Closed -$1.33M – 284
2020
Q4 		$1.33M Buy
26,697
+7,564
+40% +$369K 0.28% 99
2020
Q3 		$991K Sell
19,133
-1,382
-7% -$71.8K 0.44% 71
2020
Q2 		$1.23M Buy
20,515
+858
+4% +$51.3K 0.64% 55
2020
Q1 		$1.06M Buy
19,657
+170
+0.9% +$10.1K 0.7% 51
2019
Q4 		$1.17M Buy
+19,487
New +$1.09M 0.74% 51

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laidlaw Wealth Management's INTC Position: Q2 2024 in Review

Laidlaw Wealth Management sold out of Intel (INTC) in Q2 2024, closing a stake of 8,961 shares — an estimated $396K sold.

Laidlaw Wealth Management first reported a position in INTC in Q4 2019 and held it in 15 quarters. The position peaked at $1.33M in Q4 2020. 2,426 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

  • Laidlaw Wealth Management reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 8,961 Intel shares in Q2 2024, an estimated $396K.
  • Laidlaw Wealth Management first reported a position in Intel in Q4 2019 and held it in 15 quarters.
  • Laidlaw Wealth Management's Intel position peaked at $1.33M in Q4 2020.
  • 2,426 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.