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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Sweet Financial Partners's INTC Position: Q3 2024 in Review

Sweet Financial Partners increased its Intel (INTC) stake by 21% in Q3 2024, buying an estimated $142K and bringing the position to 33,045 shares worth $775K. The position accounts for 0.17% of the portfolio, ranked #96.

Sweet Financial Partners first reported a position in INTC in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.28M in Q4 2023. 2,137 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

Sweet Financial Partners held 33,045 shares of Intel worth $775K as of Q3 2024.
Sweet Financial Partners bought 5,702 Intel shares in Q3 2024, an estimated $142K.
Intel made up 0.17% of Sweet Financial Partners's portfolio in Q3 2024, its #96 holding.
Sweet Financial Partners first reported a position in Intel in Q3 2022 and has held it in 9 quarters since.
Sweet Financial Partners's Intel position peaked at $1.28M in Q4 2023.
2,137 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.