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Sterling Financial Planning’s Intel INTC Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,504
Closed -$80K – 237
2021
Q3 		$80K Sell
1,504
-53
-3% -$2.87K 0.05% 143
2021
Q2 		$87K Buy
1,557
+21
+1% +$1.23K 0.06% 127
2021
Q1 		$98K Sell
1,536
-167
-10% -$9.95K 0.07% 106
2020
Q4 		$85K Buy
+1,703
New +$83.2K 0.07% 111

Other funds holding INTC

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Planning's INTC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Intel (INTC) in Q4 2021, closing a stake of 1,504 shares — an estimated $80K sold.

Sterling Financial Planning first reported a position in INTC in Q4 2020 and held it in 4 quarters. The position peaked at $98K in Q1 2021. 2,863 funds tracked by Wall St. Rank hold INTC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Intel position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,504 Intel shares in Q4 2021, an estimated $80K.
  • Sterling Financial Planning first reported a position in Intel in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Intel position peaked at $98K in Q1 2021.
  • 2,863 funds tracked by Wall St. Rank held Intel as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.