TruWealth Advisors’s Intel INTC Stock Holding History

TruWealth Advisors’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 Q2	–	Sell	-5,341	Closed	-$236K	–	167
2024 Q1	$236K	Sell	5,341 -103	-2%	-$4.59K	0.02%	150
2023 Q4	$274K	Buy	+5,444	New	+$221K	0.02%	122
2022 Q2	–	Sell	-5,530	Closed	-$274K	–	140
2022 Q1	$274K	Buy	5,530 +765	+16%	+$37.9K	0.03%	99
2021 Q4	$245K	Buy	4,765 +850	+22%	+$43.5K	0.02%	109
2021 Q3	$209K	Hold	3,915	–	–	0.02%	113
2021 Q2	$220K	Sell	3,915 -264	-6%	-$15.5K	0.03%	106
2021 Q1	$267K	Hold	4,179	–	–	0.04%	91
2020 Q4	$208K	Buy	+4,179	New	+$204K	0.03%	105

Other funds holding INTC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TruWealth Advisors's INTC Position: Q2 2024 in Review

TruWealth Advisors sold out of Intel (INTC) in Q2 2024, closing a stake of 5,341 shares — an estimated $236K sold.

TruWealth Advisors first reported a position in INTC in Q4 2020 and held it in 8 quarters. The position peaked at $274K in Q1 2022. 2,426 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

TruWealth Advisors reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
TruWealth Advisors sold 5,341 Intel shares in Q2 2024, an estimated $236K.
TruWealth Advisors first reported a position in Intel in Q4 2020 and held it in 8 quarters.
TruWealth Advisors's Intel position peaked at $274K in Q1 2022.
2,426 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on TruWealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.