Northwest Financial Advisors’s Intel INTC Stock Holding History

Northwest Financial 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 Q4	–	Sell	-3,475	Closed	-$81.5K	–	313
2024 Q3	$81.5K	Buy	+3,475	New	+$86.8K	0.06%	177
2024 Q2	–	Sell	-4,819	Closed	-$213K	–	93
2024 Q1	$213K	Sell	4,819 -599	-11%	-$26.7K	0.23%	83
2023 Q4	$272K	Buy	+5,418	New	+$220K	0.23%	71

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwest Financial Advisors's INTC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Intel (INTC) in Q4 2024, closing a stake of 3,475 shares — an estimated $81.5K sold.

Northwest Financial Advisors first reported a position in INTC in Q4 2023 and held it in 3 quarters. The position peaked at $272K in Q4 2023. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

Northwest Financial Advisors reported no remaining Intel position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 3,475 Intel shares in Q4 2024, an estimated $81.5K.
Northwest Financial Advisors first reported a position in Intel in Q4 2023 and held it in 3 quarters.
Northwest Financial Advisors's Intel position peaked at $272K in Q4 2023.
2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.