Outlook Wealth Advisors’s Intel INTC Stock Holding History

Outlook Wealth 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 Q1	–	Sell	-4,072	Closed	-$205K	–	267
2023 Q4	$205K	Buy	+4,072	New	+$165K	0.07%	233
2022 Q2	–	Sell	-4,938	Closed	-$245K	–	197
2022 Q1	$245K	Buy	4,938 +257	+5%	+$12.7K	0.08%	178
2021 Q4	$241K	Buy	4,681 +399	+9%	+$20.4K	0.07%	184
2021 Q3	$228K	Buy	4,282 +320	+8%	+$17.3K	0.07%	197
2021 Q2	$222K	Buy	+3,962	New	+$233K	0.07%	198
2020 Q3	–	Sell	-12,533	Closed	-$750K	–	167
2020 Q2	$750K	Sell	12,533 -371	-3%	-$22.2K	0.32%	69
2020 Q1	$698K	Buy	12,904 +3,216	+33%	+$190K	0.39%	58
2019 Q4	$575K	Sell	9,688 -238	-2%	-$13.3K	0.32%	54
2019 Q3	$511K	Buy	9,926 +480	+5%	+$23.6K	0.3%	72
2019 Q2	$452K	Buy	9,446 +197	+2%	+$9.77K	0.3%	81
2019 Q1	$497K	Buy	9,249 +7,329	+382%	+$372K	0.41%	67
2018 Q4	$901K	Buy	+1,920	New	+$89.9K	0.41%	58

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Outlook Wealth Advisors's INTC Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of Intel (INTC) in Q1 2024, closing a stake of 4,072 shares — an estimated $205K sold.

Outlook Wealth Advisors first reported a position in INTC in Q4 2018 and held it in 12 quarters. The position peaked at $901K in Q4 2018. 2,701 funds tracked by Wall St. Rank hold INTC as of Q1 2024.

Outlook Wealth Advisors reported no remaining Intel position as of Q1 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 4,072 Intel shares in Q1 2024, an estimated $205K.
Outlook Wealth Advisors first reported a position in Intel in Q4 2018 and held it in 12 quarters.
Outlook Wealth Advisors's Intel position peaked at $901K in Q4 2018.
2,701 funds tracked by Wall St. Rank held Intel as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.