LMG Wealth Partners’s Intel INTC Stock Holding History

LMG Wealth Partners’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	-44,156	Closed	-$1.95M	–	124
2024 Q1	$1.95M	Buy	44,156 +7,777	+21%	+$347K	0.49%	54
2023 Q4	$1.83M	Buy	36,379 +1,623	+5%	+$65.9K	0.51%	56
2023 Q3	$1.24M	Buy	34,756 +2,639	+8%	+$91.9K	0.38%	61
2023 Q2	$1.07M	Buy	32,117 +2,517	+9%	+$79K	0.33%	57
2023 Q1	$967K	Buy	29,600 +2,291	+8%	+$64.9K	0.31%	64
2022 Q4	$808K	Buy	+27,309	New	+$758K	0.27%	63

Other funds holding INTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LMG Wealth Partners's INTC Position: Q2 2024 in Review

LMG Wealth Partners sold out of Intel (INTC) in Q2 2024, closing a stake of 44,156 shares — an estimated $1.95M sold.

LMG Wealth Partners first reported a position in INTC in Q4 2022 and held it in 6 quarters. The position peaked at $1.95M in Q1 2024. 2,427 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

LMG Wealth Partners reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
LMG Wealth Partners sold 44,156 Intel shares in Q2 2024, an estimated $1.95M.
LMG Wealth Partners first reported a position in Intel in Q4 2022 and held it in 6 quarters.
LMG Wealth Partners's Intel position peaked at $1.95M in Q1 2024.
2,427 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on LMG Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.