Strait & Sound Wealth Management’s Intel INTC Stock Holding History

Strait & Sound 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 Q3	–	Sell	-9,548	Closed	-$296K	–	148
2024 Q2	$296K	Sell	9,548 -1,141	-11%	-$37.4K	0.15%	107
2024 Q1	$402K	Buy	10,689 +1	+0%	+$45	0.22%	76
2023 Q4	$492K	Sell	10,688 -554	-5%	-$22.5K	0.31%	57
2023 Q3	$400K	Sell	11,242 -123	-1%	-$4.29K	0.34%	67
2023 Q2	$380K	Sell	11,365 -5,810	-34%	-$182K	0.38%	59
2023 Q1	$561K	Buy	17,175 +171	+1%	+$4.84K	0.56%	44
2022 Q4	$503K	Buy	+17,004	New	+$472K	0.55%	47

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

Strait & Sound Wealth Management's INTC Position: Q3 2024 in Review

Strait & Sound Wealth Management sold out of Intel (INTC) in Q3 2024, closing a stake of 9,548 shares — an estimated $296K sold.

Strait & Sound Wealth Management first reported a position in INTC in Q4 2022 and held it in 7 quarters. The position peaked at $561K in Q1 2023. 2,132 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

Strait & Sound Wealth Management reported no remaining Intel position as of Q3 2024 after selling out during the quarter.
Strait & Sound Wealth Management sold 9,548 Intel shares in Q3 2024, an estimated $296K.
Strait & Sound Wealth Management first reported a position in Intel in Q4 2022 and held it in 7 quarters.
Strait & Sound Wealth Management's Intel position peaked at $561K in Q1 2023.
2,132 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.