Shira Ridge Wealth Management’s Intel INTC Stock Holding History

Shira Ridge 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 Q1	–	Sell	-4,469	Closed	-$225K	–	74
2023 Q4	$225K	Buy	+4,469	New	+$182K	0.13%	67

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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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Shira Ridge Wealth Management's INTC Position: Q1 2024 in Review

Shira Ridge Wealth Management sold out of Intel (INTC) in Q1 2024, closing a stake of 4,469 shares — an estimated $225K sold.

Shira Ridge Wealth Management first reported a position in INTC in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 2,702 funds tracked by Wall St. Rank hold INTC as of Q1 2024.

Shira Ridge Wealth Management reported no remaining Intel position as of Q1 2024 after selling out during the quarter.
Shira Ridge Wealth Management sold 4,469 Intel shares in Q1 2024, an estimated $225K.
Shira Ridge Wealth Management first reported a position in Intel in Q4 2023 and held it in 1 quarter.
Shira Ridge Wealth Management's Intel position peaked at $225K in Q4 2023.
2,702 funds tracked by Wall St. Rank held Intel as of Q1 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.