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Transform Wealth’s Intel INTC Stock Holding History

Transform Wealth’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
2022
Q3 		– Sell
-62,218
Closed -$2.33M – 193
2022
Q2 		$2.33M Sell
62,218
-6,006
-9% -$260K 0.35% 71
2022
Q1 		$3.38M Sell
68,224
-100,299
-60% -$4.97M 0.38% 77
2021
Q4 		$8.68M Buy
168,523
+104,423
+163% +$5.34M 0.91% 37
2021
Q3 		$3.42M Sell
64,100
-25,113
-28% -$1.36M 0.39% 75
2021
Q2 		$5.01M Buy
89,213
+48,940
+122% +$2.87M 0.61% 59
2021
Q1 		$2.58M Buy
40,273
+4,575
+13% +$273K 0.52% 68
2020
Q4 		$1.78M Sell
35,698
-42,060
-54% -$2.05M 0.37% 78
2020
Q3 		$4.03M Sell
77,758
-2,186
-3% -$114K 0.65% 53
2020
Q2 		$4.78M Buy
79,944
+650
+0.8% +$38.9K 0.82% 49
2020
Q1 		$4.29M Sell
79,294
-1,364
-2% -$80.7K 0.91% 38
2019
Q4 		$4.83M Buy
80,658
+4,915
+6% +$275K 0.77% 53
2019
Q3 		$3.9M Sell
75,743
-2,659
-3% -$131K 0.69% 62
2019
Q2 		$3.75M Sell
78,402
-109,895
-58% -$5.45M 0.55% 68
2019
Q1 		$10.1M Buy
188,297
+742
+0.4% +$37.6K 1.88% 8
2018
Q4 		$8.8M Buy
187,555
+53,441
+40% +$2.5M 1.81% 8
2018
Q3 		$6.34M Sell
134,114
-19,687
-13% -$958K 1.1% 27
2018
Q2 		$7.65M Sell
153,801
-2,500
-2% -$133K 1.38% 12
2018
Q1 		$8.14M Buy
156,301
+2,270
+1% +$108K 1.55% 9
2017
Q4 		$7.11M Buy
154,031
+129,752
+534% +$5.66M 1.31% 16
2017
Q3 		$925K Buy
+24,279
New +$863K 0.32% 106

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Transform Wealth's INTC Position: Q3 2022 in Review

Transform Wealth sold out of Intel (INTC) in Q3 2022, closing a stake of 62,218 shares — an estimated $2.33M sold.

Transform Wealth first reported a position in INTC in Q3 2017 and held it in 20 quarters. The position peaked at $10.1M in Q1 2019. 2,456 funds tracked by Wall St. Rank hold INTC as of Q3 2022.

  • Transform Wealth reported no remaining Intel position as of Q3 2022 after selling out during the quarter.
  • Transform Wealth sold 62,218 Intel shares in Q3 2022, an estimated $2.33M.
  • Transform Wealth first reported a position in Intel in Q3 2017 and held it in 20 quarters.
  • Transform Wealth's Intel position peaked at $10.1M in Q1 2019.
  • 2,456 funds tracked by Wall St. Rank held Intel as of Q3 2022.

Based on Transform Wealth's 13F filing for Q3 2022, filed 21 Oct 2022.