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TrinityPoint Wealth’s Intel INTC Stock Holding History

TrinityPoint 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
2024
Q3 		– Sell
-7,997
Closed -$248K – 334
2024
Q2 		$248K Buy
7,997
+531
+7% +$17.4K 0.04% 278
2024
Q1 		$330K Buy
7,466
+561
+8% +$25K 0.05% 239
2023
Q4 		$347K Sell
6,905
-689
-9% -$28K 0.06% 227
2023
Q3 		$270K Buy
7,594
+270
+4% +$9.4K 0.05% 236
2023
Q2 		$245K Sell
7,324
-3,793
-34% -$119K 0.05% 242
2023
Q1 		$363K Sell
11,117
-1,598
-13% -$45.3K 0.08% 200
2022
Q4 		$336K Sell
12,715
-423
-3% -$11.7K 0.08% 203
2022
Q3 		$339K Sell
13,138
-119
-0.9% -$4.06K 0.08% 193
2022
Q2 		$496K Sell
13,257
-980
-7% -$42.4K 0.11% 157
2022
Q1 		$706K Sell
14,237
-536
-4% -$26.6K 0.13% 142
2021
Q4 		$761K Sell
14,773
-1,689
-10% -$86.4K 0.14% 135
2021
Q3 		$877K Buy
16,462
+4,688
+40% +$254K 0.17% 124
2021
Q2 		$661K Buy
11,774
+752
+7% +$44.1K 0.14% 138
2021
Q1 		$705K Buy
11,022
+223
+2% +$13.3K 0.16% 125
2020
Q4 		$596K Sell
10,799
-8,153
-43% -$398K 0.14% 128
2020
Q3 		$981K Sell
18,952
-8,793
-32% -$457K 0.27% 91
2020
Q2 		$1.66M Buy
27,745
+7,800
+39% +$466K 0.53% 49
2020
Q1 		$1.08M Buy
19,945
+447
+2% +$26.4K 0.43% 64
2019
Q4 		$1.17M Buy
19,498
+41
+0.2% +$2.29K 0.39% 66
2019
Q3 		$1.12M Buy
19,457
+927
+5% +$45.6K 0.39% 70
2019
Q2 		$981K Buy
18,530
+2,486
+15% +$123K 0.47% 54
2019
Q1 		$862K Buy
16,044
+1,144
+8% +$58K 0.42% 67
2018
Q4 		$699K Buy
+14,900
New +$698K 0.43% 67

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
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

TrinityPoint Wealth's INTC Position: Q3 2024 in Review

TrinityPoint Wealth sold out of Intel (INTC) in Q3 2024, closing a stake of 7,997 shares — an estimated $248K sold.

TrinityPoint Wealth first reported a position in INTC in Q4 2018 and held it in 23 quarters. The position peaked at $1.66M in Q2 2020. 2,131 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

  • TrinityPoint Wealth reported no remaining Intel position as of Q3 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 7,997 Intel shares in Q3 2024, an estimated $248K.
  • TrinityPoint Wealth first reported a position in Intel in Q4 2018 and held it in 23 quarters.
  • TrinityPoint Wealth's Intel position peaked at $1.66M in Q2 2020.
  • 2,131 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on TrinityPoint Wealth's 13F filing for Q3 2024, filed 7 Nov 2024.