Tolleson Wealth Management’s Intel INTC Stock Holding History

Tolleson 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 Q1	–	Sell	-4,003	Closed	-$201K	–	84
2023 Q4	$201K	Buy	+4,003	New	+$163K	0.04%	79
2022 Q1	–	Sell	-4,003	Closed	-$206K	–	74
2021 Q4	$206K	Hold	4,003	–	–	0.06%	71
2021 Q3	$213K	Sell	4,003 -444	-10%	-$24.1K	0.06%	64
2021 Q2	$250K	Hold	4,447	–	–	0.07%	66
2021 Q1	$285K	Hold	4,447	–	–	0.09%	65
2020 Q4	$222K	Hold	4,447	–	–	0.07%	62
2020 Q3	$230K	Hold	4,447	–	–	0.09%	58
2020 Q2	$266K	Hold	4,447	–	–	0.12%	54
2020 Q1	$241K	Sell	4,447 -1,305	-23%	-$77.2K	0.11%	50
2019 Q4	$344K	Buy	5,752 +1,305	+29%	+$73K	0.17%	46
2019 Q3	$229K	Hold	4,447	–	–	0.12%	58
2019 Q2	$213K	Hold	4,447	–	–	0.15%	45
2019 Q1	$239K	Hold	4,447	–	–	0.17%	43
2018 Q4	$209K	Buy	+4,447	New	+$208K	0.12%	47

Other funds holding INTC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return