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Wealth Management Solutions’s Intel INTC Stock Holding History

Wealth Management Solutions’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
Q3 		$547K Sell
15,394
-74
-0.5% -$2.58K 0.38% 32
2023
Q2 		$517K Sell
15,468
-649
-4% -$20.4K 0.34% 36
2023
Q1 		$527K Sell
16,117
-2,120
-12% -$60.1K 0.3% 37
2022
Q4 		$482K Sell
18,237
-3,540
-16% -$98.3K 0.25% 47
2022
Q3 		$561K Sell
21,777
-1,260
-5% -$43K 0.33% 32
2022
Q2 		$862K Sell
23,037
-2,136
-8% -$92.4K 0.49% 28
2022
Q1 		$1.25M Sell
25,173
-690
-3% -$34.2K 0.65% 26
2021
Q4 		$1.33M Buy
+25,863
New +$1.32M 0.69% 26

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth Management Solutions's INTC Position: Q3 2023 in Review

Wealth Management Solutions reduced its Intel (INTC) stake by 0.48% in Q3 2023, selling an estimated $2.58K and leaving 15,394 shares worth $547K. The position accounts for 0.38% of the portfolio, ranked #32.

Wealth Management Solutions first reported a position in INTC in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2021. 2,475 funds tracked by Wall St. Rank hold INTC as of Q3 2023.

  • Wealth Management Solutions held 15,394 shares of Intel worth $547K as of Q3 2023.
  • Wealth Management Solutions sold 74 Intel shares in Q3 2023, an estimated $2.58K.
  • Intel made up 0.38% of Wealth Management Solutions's portfolio in Q3 2023, its #32 holding.
  • Wealth Management Solutions first reported a position in Intel in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's Intel position peaked at $1.33M in Q4 2021.
  • 2,475 funds tracked by Wall St. Rank held Intel as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.