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UBP Investment Advisors’s Intel INTC Stock Holding History

UBP Investment 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
2022
Q3 		– Sell
-6,393
Closed -$240K – 90
2022
Q2 		$240K Buy
+6,393
New +$277K 0.1% 100
2022
Q1 		– Sell
-23,299
Closed -$1.2M – 104
2021
Q4 		$1.2M Buy
23,299
+253
+1% +$12.9K 0.44% 44
2021
Q3 		$1.23M Sell
23,046
-6,491
-22% -$352K 0.48% 39
2021
Q2 		$1.66M Buy
+29,537
New +$1.73M 0.61% 32
2021
Q1 		– Sell
-4,136
Closed -$206K – 110
2020
Q4 		$206K Sell
4,136
-73
-2% -$3.56K 0.11% 79
2020
Q3 		$218K Buy
+4,209
New +$219K 0.17% 53
2019
Q4 		– Sell
-3,965
Closed -$204K – 56
2019
Q3 		$204K Buy
+3,965
New +$195K 0.17% 51

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

UBP Investment Advisors's INTC Position: Q3 2022 in Review

UBP Investment Advisors sold out of Intel (INTC) in Q3 2022, closing a stake of 6,393 shares — an estimated $240K sold.

UBP Investment Advisors first reported a position in INTC in Q3 2019 and held it in 7 quarters. The position peaked at $1.66M in Q2 2021. 2,455 funds tracked by Wall St. Rank hold INTC as of Q3 2022.

  • UBP Investment Advisors reported no remaining Intel position as of Q3 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 6,393 Intel shares in Q3 2022, an estimated $240K.
  • UBP Investment Advisors first reported a position in Intel in Q3 2019 and held it in 7 quarters.
  • UBP Investment Advisors's Intel position peaked at $1.66M in Q2 2021.
  • 2,455 funds tracked by Wall St. Rank held Intel as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.