O'Brien Wealth Partners’s Intel INTC Stock Holding History

O'Brien 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	-1,427	Closed	-$63K	–	65
2024 Q1	$63K	Sell	1,427 -356	-20%	-$15.9K	0.01%	54
2023 Q4	$89.6K	Buy	+1,783	New	+$72.4K	0.02%	52
2022 Q2	–	Sell	-2,742	Closed	-$118K	–	66
2022 Q1	$118K	Buy	2,742 +724	+36%	+$35.9K	0.05%	50
2021 Q4	$98K	Sell	2,018 -82	-4%	-$4.19K	0.03%	50
2021 Q3	$113K	Sell	2,100 -1,664	-44%	-$90.2K	0.04%	42
2021 Q2	$211K	Buy	3,764 +323	+9%	+$19K	0.07%	43
2021 Q1	$230K	Buy	+3,441	New	+$205K	0.08%	38
2020 Q3	–	Sell	-3,510	Closed	-$205K	–	38
2020 Q2	$205K	Buy	+3,510	New	+$210K	0.09%	29
2020 Q1	–	Sell	-3,376	Closed	-$202K	–	36
2019 Q4	$202K	Buy	+3,376	New	+$189K	0.14%	43
2018 Q4	–	Sell	-1,649	Closed	-$78K	–	133
2018 Q3	$78K	Buy	1,649 +1,417	+611%	+$69K	0.05%	59
2018 Q2	$12K	Sell	232 -1,327	-85%	-$70.5K	0.01%	57
2018 Q1	$81K	Buy	+1,559	New	+$74.1K	0.06%	47

Other funds holding INTC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Brien Wealth Partners's INTC Position: Q2 2024 in Review

O'Brien Wealth Partners sold out of Intel (INTC) in Q2 2024, closing a stake of 1,427 shares — an estimated $63K sold.

O'Brien Wealth Partners first reported a position in INTC in Q1 2018 and held it in 12 quarters. The position peaked at $230K in Q1 2021. 2,432 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

O'Brien Wealth Partners reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
O'Brien Wealth Partners sold 1,427 Intel shares in Q2 2024, an estimated $63K.
O'Brien Wealth Partners first reported a position in Intel in Q1 2018 and held it in 12 quarters.
O'Brien Wealth Partners's Intel position peaked at $230K in Q1 2021.
2,432 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on O'Brien Wealth Partners's 13F filing for Q2 2024, filed 22 Jul 2024.