Walled Lake Planning & Wealth Management’s Intel INTC Stock Holding History

Walled Lake Planning & 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
2023 Q1	–	Sell	-33,993	Closed	-$898K	–	91
2022 Q4	$898K	Sell	33,993 -94,259	-73%	-$2.62M	0.61%	33
2022 Q3	$3.31M	Buy	128,252 +5,401	+4%	+$184K	2.31%	23
2022 Q2	$4.6M	Buy	122,851 +5,156	+4%	+$223K	3.17%	12
2022 Q1	$5.83M	Buy	+117,695	New	+$5.83M	3.47%	7
2021 Q4	–	Sell	-3,280	Closed	-$175K	–	201
2021 Q3	$175K	Buy	3,280 +507	+18%	+$27.5K	0.11%	84
2021 Q2	$156K	Buy	2,773 +468	+20%	+$27.5K	0.1%	88
2021 Q1	$148K	Buy	2,305 +4	+0.2%	+$238	0.1%	89
2020 Q4	$115K	Buy	2,301 +4	+0.2%	+$195	0.09%	92
2020 Q3	$119K	Buy	2,297 +5	+0.2%	+$260	0.1%	86
2020 Q2	$137K	Sell	2,292 -37	-2%	-$2.21K	0.11%	76
2020 Q1	$126K	Sell	2,329 -981	-30%	-$58K	0.12%	73
2019 Q4	$198K	Buy	+3,310	New	+$185K	0.14%	65

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Walled Lake Planning & Wealth Management's INTC Position: Q1 2023 in Review

Walled Lake Planning & Wealth Management sold out of Intel (INTC) in Q1 2023, closing a stake of 33,993 shares — an estimated $898K sold.

Walled Lake Planning & Wealth Management first reported a position in INTC in Q4 2019 and held it in 12 quarters. The position peaked at $5.83M in Q1 2022. 2,411 funds tracked by Wall St. Rank hold INTC as of Q1 2023.

Walled Lake Planning & Wealth Management reported no remaining Intel position as of Q1 2023 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 33,993 Intel shares in Q1 2023, an estimated $898K.
Walled Lake Planning & Wealth Management first reported a position in Intel in Q4 2019 and held it in 12 quarters.
Walled Lake Planning & Wealth Management's Intel position peaked at $5.83M in Q1 2022.
2,411 funds tracked by Wall St. Rank held Intel as of Q1 2023.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.