Wells Financial Advisors’s Intel INTC Stock Holding History

Wells Financial 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 Q4	–	Sell	-25	Closed	-$587	–	86
2024 Q3	$587	Buy	+25	New	+$624	﹤0.01%	99

Other funds holding INTC

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Financial Advisors's INTC Position: Q4 2024 in Review

Wells Financial Advisors sold out of Intel (INTC) in Q4 2024, closing a stake of 25 shares — an estimated $587 sold.

Wells Financial Advisors first reported a position in INTC in Q3 2024 and held it in 1 quarter. The position peaked at $587 in Q3 2024. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

Wells Financial Advisors reported no remaining Intel position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 25 Intel shares in Q4 2024, an estimated $587.
Wells Financial Advisors first reported a position in Intel in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's Intel position peaked at $587 in Q3 2024.
2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.