Sweet Financial Partners’s Intel INTC Stock Holding History

Sweet Financial Partners’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	$775K	Buy	33,045 +5,702	+21%	+$142K	0.17%	96
2024 Q2	$847K	Buy	27,343 +1,601	+6%	+$52.5K	0.19%	83
2024 Q1	$1.14M	Buy	25,742 +219	+0.9%	+$9.76K	0.26%	75
2023 Q4	$1.28M	Buy	25,523 +1	+0%	+$41	0.31%	68
2023 Q3	$907K	Sell	25,522 -599	-2%	-$20.9K	0.24%	72
2023 Q2	$873K	Sell	26,121 -83	-0.3%	-$2.61K	0.23%	72
2023 Q1	$856K	Buy	26,204 +3	+0%	+$85	0.24%	70
2022 Q4	$692K	Buy	26,201 +5,924	+29%	+$165K	0.2%	73
2022 Q3	$523K	Buy	+20,277	New	+$691K	0.17%	85

Other funds holding INTC

BlackRock New York $5.7T 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return