Roberts Capital Advisors’s Intel INTC Stock Holding History

Roberts Capital 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 Q4	–	Sell	-5,700	Closed	-$134K	–	83
2024 Q3	$134K	Hold	5,700	–	–	0.11%	87
2024 Q2	$252K	Hold	5,700	–	–	0.24%	83
2024 Q1	$252K	Buy	+5,700	New	+$254K	0.24%	83

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roberts Capital Advisors's INTC Position: Q4 2024 in Review

Roberts Capital Advisors sold out of Intel (INTC) in Q4 2024, closing a stake of 5,700 shares — an estimated $134K sold.

Roberts Capital Advisors first reported a position in INTC in Q1 2024 and held it in 3 quarters. The position peaked at $252K in Q2 2024. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

Roberts Capital Advisors reported no remaining Intel position as of Q4 2024 after selling out during the quarter.
Roberts Capital Advisors sold 5,700 Intel shares in Q4 2024, an estimated $134K.
Roberts Capital Advisors first reported a position in Intel in Q1 2024 and held it in 3 quarters.
Roberts Capital Advisors's Intel position peaked at $252K in Q2 2024.
2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Roberts Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.