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SFG Wealth Management’s Intel INTC Stock Holding History

SFG Wealth Management’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
-6,367
Closed -$281K – 96
2024
Q1 		$281K Hold
6,367
– – 0.17% 77
2023
Q4 		$320K Sell
6,367
-38
-0.6% -$1.54K 0.21% 67
2023
Q3 		$228K Hold
6,405
– – 0.18% 83
2023
Q2 		$214K Buy
+6,405
New +$201K 0.18% 91

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SFG Wealth Management's INTC Position: Q2 2024 in Review

SFG Wealth Management sold out of Intel (INTC) in Q2 2024, closing a stake of 6,367 shares — an estimated $281K sold.

SFG Wealth Management first reported a position in INTC in Q2 2023 and held it in 4 quarters. The position peaked at $320K in Q4 2023. 2,427 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

  • SFG Wealth Management reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
  • SFG Wealth Management sold 6,367 Intel shares in Q2 2024, an estimated $281K.
  • SFG Wealth Management first reported a position in Intel in Q2 2023 and held it in 4 quarters.
  • SFG Wealth Management's Intel position peaked at $320K in Q4 2023.
  • 2,427 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on SFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.