Summit Wealth Group’s Intel INTC Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-37,701	Closed	-$1K	–	168
2023 Q1	$1K	Buy	+37,701	New	+$1.07M	0.02%	125

Other funds holding INTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Summit Wealth Group's INTC Position: Q2 2023 in Review

Summit Wealth Group sold out of Intel (INTC) in Q2 2023, closing a stake of 37,701 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in INTC in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 2,424 funds tracked by Wall St. Rank hold INTC as of Q2 2023.

Summit Wealth Group reported no remaining Intel position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 37,701 Intel shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in Intel in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Intel position peaked at $1K in Q1 2023.
2,424 funds tracked by Wall St. Rank held Intel as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.