Phoenix Wealth Advisors’s Intel INTC Stock Holding History

Phoenix 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 Q2	–	Sell	-4,853	Closed	-$214K	–	121
2024 Q1	$214K	Hold	4,853	–	–	0.13%	109
2023 Q4	$232K	Buy	+4,853	New	+$197K	0.16%	105
2023 Q2	–	Sell	-14,922	Closed	-$488K	–	110
2023 Q1	$488K	Buy	14,922 +1,891	+15%	+$53.6K	0.3%	48
2022 Q4	$344K	Sell	13,031 -1,110	-8%	-$30.8K	0.21%	65
2022 Q3	$364K	Sell	14,141 -1,148	-8%	-$39.1K	0.36%	63
2022 Q2	$572K	Buy	15,289 +1,273	+9%	+$55.1K	0.56%	42
2022 Q1	$666K	Buy	14,016 +386	+3%	+$19.1K	0.69%	36
2021 Q4	$702K	Sell	13,630 -1,097	-7%	-$56.1K	0.53%	49
2021 Q3	$785K	Buy	14,727 +40	+0.3%	+$2.17K	0.59%	45
2021 Q2	$824K	Buy	14,687 +515	+4%	+$30.2K	0.59%	49
2021 Q1	$915K	Buy	14,172 +82	+0.6%	+$4.89K	0.71%	38
2020 Q4	$702K	Buy	+14,090	New	+$688K	0.53%	49

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

Phoenix Wealth Advisors's INTC Position: Q2 2024 in Review

Phoenix Wealth Advisors sold out of Intel (INTC) in Q2 2024, closing a stake of 4,853 shares — an estimated $214K sold.

Phoenix Wealth Advisors first reported a position in INTC in Q4 2020 and held it in 12 quarters. The position peaked at $915K in Q1 2021. 2,426 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

Phoenix Wealth Advisors reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
Phoenix Wealth Advisors sold 4,853 Intel shares in Q2 2024, an estimated $214K.
Phoenix Wealth Advisors first reported a position in Intel in Q4 2020 and held it in 12 quarters.
Phoenix Wealth Advisors's Intel position peaked at $915K in Q1 2021.
2,426 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.