River Wealth Advisors’s Intel INTC Stock Holding History

River 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
2022 Q4	–	Sell	-12,676	Closed	-$327K	–	210
2022 Q3	$327K	Sell	12,676 -12,573	-50%	-$429K	0.07%	163
2022 Q2	$945K	Buy	25,249 +384	+2%	+$16.6K	0.17%	120
2022 Q1	$1.23M	Sell	24,865 -10	-0%	-$496	0.2%	105
2021 Q4	$1.28M	Buy	24,875 +155	+0.6%	+$7.92K	0.2%	104
2021 Q3	$1.32M	Sell	24,720 -1,351	-5%	-$73.2K	0.23%	95
2021 Q2	$1.46M	Buy	26,071 +186	+0.7%	+$10.9K	0.26%	93
2021 Q1	$1.66M	Buy	25,885 +711	+3%	+$42.4K	0.31%	84
2020 Q4	$1.25M	Sell	25,174 -596	-2%	-$29.1K	0.27%	90
2020 Q3	$1.33M	Buy	25,770 +2,846	+12%	+$148K	0.35%	76
2020 Q2	$1.37M	Buy	22,924 +5,650	+33%	+$338K	0.42%	71
2020 Q1	$935K	Buy	17,274 +7,739	+81%	+$458K	0.37%	75
2019 Q4	$571K	Buy	9,535 +1,129	+13%	+$63.2K	0.19%	105
2019 Q3	$433K	Buy	8,406 +56	+0.7%	+$2.75K	0.16%	117
2019 Q2	$400K	Buy	8,350 +403	+5%	+$20K	0.16%	121
2019 Q1	$427K	Buy	7,947 +112	+1%	+$5.68K	0.18%	117
2018 Q4	$368K	Sell	7,835 -864	-10%	-$40.5K	0.16%	116
2018 Q3	$411K	Sell	8,699 -1,262	-13%	-$61.4K	0.15%	126
2018 Q2	$495K	Sell	9,961 -183	-2%	-$9.72K	0.19%	113
2018 Q1	$528K	Sell	10,144 -1,142	-10%	-$54.3K	0.22%	111
2017 Q4	$521K	Buy	11,286 +148	+1%	+$6.46K	0.22%	113
2017 Q3	$424K	Sell	11,138 -1,493	-12%	-$53.1K	0.19%	117
2017 Q2	$426K	Buy	12,631 +705	+6%	+$25.2K	0.2%	119
2017 Q1	$430K	Sell	11,926 -151	-1%	-$5.46K	0.21%	116
2016 Q4	$438K	Buy	12,077 +282	+2%	+$10.1K	0.22%	118
2016 Q3	$445K	Sell	11,795 -2,990	-20%	-$106K	0.25%	114
2016 Q2	$485K	Sell	14,785 -3,371	-19%	-$106K	0.28%	104
2016 Q1	$587K	Buy	18,156 +1,502	+9%	+$46.1K	0.35%	91
2015 Q4	$574K	Sell	16,654 -690	-4%	-$23.3K	0.36%	90
2015 Q3	$523K	Sell	17,344 -89	-0.5%	-$2.57K	0.36%	89
2015 Q2	$530K	Buy	17,433 +59	+0.3%	+$1.91K	0.34%	96
2015 Q1	$543K	Buy	+17,374	New	+$586K	0.34%	97

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

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

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

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

River Wealth Advisors's INTC Position: Q4 2022 in Review

River Wealth Advisors sold out of Intel (INTC) in Q4 2022, closing a stake of 12,676 shares — an estimated $327K sold.

River Wealth Advisors first reported a position in INTC in Q1 2015 and held it in 31 quarters. The position peaked at $1.66M in Q1 2021. 2,480 funds tracked by Wall St. Rank hold INTC as of Q4 2022.

River Wealth Advisors reported no remaining Intel position as of Q4 2022 after selling out during the quarter.
River Wealth Advisors sold 12,676 Intel shares in Q4 2022, an estimated $327K.
River Wealth Advisors first reported a position in Intel in Q1 2015 and held it in 31 quarters.
River Wealth Advisors's Intel position peaked at $1.66M in Q1 2021.
2,480 funds tracked by Wall St. Rank held Intel as of Q4 2022.

Based on River Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.