Schwarz Dygos Wheeler Investment Advisors’s Intel INTC Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q3	–	Sell	-7,858	Closed	-$243K	–	153
2024 Q2	$243K	Sell	7,858 -100	-1%	-$3.28K	0.07%	133
2024 Q1	$352K	Hold	7,958	–	–	0.1%	112
2023 Q4	$400K	Sell	7,958 -444	-5%	-$18K	0.12%	105
2023 Q3	$299K	Buy	8,402 +132	+2%	+$4.6K	0.1%	111
2023 Q2	$277K	Buy	8,270 +1	+0%	+$31	0.09%	117
2023 Q1	$270K	Buy	8,269 +13	+0.2%	+$368	0.1%	113
2022 Q4	$218K	Buy	8,256 +4	+0%	+$111	0.09%	116
2022 Q3	$213K	Buy	8,252 +203	+3%	+$6.92K	0.09%	108
2022 Q2	$301K	Buy	8,049 +3,800	+89%	+$164K	0.12%	100
2022 Q1	$211K	Buy	+4,249	New	+$211K	0.07%	129

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's INTC Position: Q3 2024 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Intel (INTC) in Q3 2024, closing a stake of 7,858 shares — an estimated $243K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in INTC in Q1 2022 and held it in 10 quarters. The position peaked at $400K in Q4 2023. 2,132 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Intel position as of Q3 2024 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 7,858 Intel shares in Q3 2024, an estimated $243K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Intel in Q1 2022 and held it in 10 quarters.
Schwarz Dygos Wheeler Investment Advisors's Intel position peaked at $400K in Q4 2023.
2,132 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.