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Live Oak Private Wealth’s Intel INTC Stock Holding History

Live Oak Private Wealth’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
2023
Q1 		– Sell
-136,422
Closed -$3.61M – 168
2022
Q4 		$3.61M Sell
136,422
-42,697
-24% -$1.19M 0.75% 48
2022
Q3 		$4.62M Buy
179,119
+38,498
+27% +$1.31M 1.04% 40
2022
Q2 		$5.26M Buy
140,621
+6,009
+4% +$260K 1.11% 40
2022
Q1 		$6.67M Buy
134,612
+10,787
+9% +$535K 1.29% 27
2021
Q4 		$6.38M Buy
123,825
+4,718
+4% +$241K 1.19% 32
2021
Q3 		$6.35M Buy
119,107
+10,400
+10% +$564K 1.29% 28
2021
Q2 		$6.1M Buy
108,707
+9,746
+10% +$572K 1.35% 28
2021
Q1 		$6.33M Buy
98,961
+5,261
+6% +$314K 1.55% 19
2020
Q4 		$4.67M Buy
93,700
+9,982
+12% +$487K 1.31% 34
2020
Q3 		$4.33M Buy
83,718
+362
+0.4% +$18.8K 1.49% 31
2020
Q2 		$4.99M Buy
83,356
+79,618
+2,130% +$4.76M 1.81% 15
2020
Q1 		$202K Sell
3,738
-150
-4% -$8.87K 0.21% 70
2019
Q4 		$233K Buy
+3,888
New +$218K 0.23% 71

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Live Oak Private Wealth's INTC Position: Q1 2023 in Review

Live Oak Private Wealth sold out of Intel (INTC) in Q1 2023, closing a stake of 136,422 shares — an estimated $3.61M sold.

Live Oak Private Wealth first reported a position in INTC in Q4 2019 and held it in 13 quarters. The position peaked at $6.67M in Q1 2022. 2,411 funds tracked by Wall St. Rank hold INTC as of Q1 2023.

  • Live Oak Private Wealth reported no remaining Intel position as of Q1 2023 after selling out during the quarter.
  • Live Oak Private Wealth sold 136,422 Intel shares in Q1 2023, an estimated $3.61M.
  • Live Oak Private Wealth first reported a position in Intel in Q4 2019 and held it in 13 quarters.
  • Live Oak Private Wealth's Intel position peaked at $6.67M in Q1 2022.
  • 2,411 funds tracked by Wall St. Rank held Intel as of Q1 2023.

Based on Live Oak Private Wealth's 13F filing for Q1 2023, filed 8 May 2023.