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Lifeworks Advisors’s Intel INTC Stock Holding History

Lifeworks 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
Q2 		– Sell
-8,753
Closed -$387K – 231
2024
Q1 		$387K Sell
8,753
-1,533
-15% -$68.3K 0.11% 148
2023
Q4 		$517K Sell
10,286
-2,001
-16% -$81.3K 0.18% 114
2023
Q3 		$437K Sell
12,287
-50,511
-80% -$1.76M 0.17% 128
2023
Q2 		$2.1M Buy
62,798
+2,131
+4% +$66.9K 0.89% 33
2023
Q1 		$1.98M Buy
60,667
+9,714
+19% +$275K 0.94% 36
2022
Q4 		$1.35M Sell
50,953
-1,170
-2% -$32.5K 0.76% 45
2022
Q3 		$1.48M Buy
52,123
+773
+2% +$26.4K 0.84% 41
2022
Q2 		$1.92M Buy
51,350
+9,199
+22% +$398K 1.22% 25
2022
Q1 		$2.09M Buy
42,151
+22,010
+109% +$1.09M 1.38% 19
2021
Q4 		$1.04M Buy
+20,141
New +$1.03M 0.83% 38

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

Lifeworks Advisors's INTC Position: Q2 2024 in Review

Lifeworks Advisors sold out of Intel (INTC) in Q2 2024, closing a stake of 8,753 shares — an estimated $387K sold.

Lifeworks Advisors first reported a position in INTC in Q4 2021 and held it in 10 quarters. The position peaked at $2.1M in Q2 2023. 2,427 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

  • Lifeworks Advisors reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 8,753 Intel shares in Q2 2024, an estimated $387K.
  • Lifeworks Advisors first reported a position in Intel in Q4 2021 and held it in 10 quarters.
  • Lifeworks Advisors's Intel position peaked at $2.1M in Q2 2023.
  • 2,427 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Lifeworks Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.