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OneAscent Wealth Management’s Intel INTC Stock Holding History

OneAscent Wealth Management’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
2022
Q4 		– Sell
-10,301
Closed -$265K – 170
2022
Q3 		$265K Sell
10,301
-982
-9% -$33.5K 0.14% 99
2022
Q2 		$422K Buy
11,283
+418
+4% +$18.1K 0.22% 70
2022
Q1 		$538K Buy
+10,865
New +$539K 0.27% 66
2021
Q1 		$681K Buy
+10,644
New +$634K 0.29% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

OneAscent Wealth Management's INTC Position: Q4 2022 in Review

OneAscent Wealth Management sold out of Intel (INTC) in Q4 2022, closing a stake of 10,301 shares — an estimated $265K sold.

OneAscent Wealth Management first reported a position in INTC in Q1 2021 and held it in 4 quarters. The position peaked at $681K in Q1 2021. 2,481 funds tracked by Wall St. Rank hold INTC as of Q4 2022.

  • OneAscent Wealth Management reported no remaining Intel position as of Q4 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 10,301 Intel shares in Q4 2022, an estimated $265K.
  • OneAscent Wealth Management first reported a position in Intel in Q1 2021 and held it in 4 quarters.
  • OneAscent Wealth Management's Intel position peaked at $681K in Q1 2021.
  • 2,481 funds tracked by Wall St. Rank held Intel as of Q4 2022.

Based on OneAscent Wealth Management's 13F filing for Q4 2022, filed 12 Jan 2023.