White Lighthouse Investment Management’s Intel INTC Stock Holding History

White Lighthouse Investment 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
2024 Q2	–	Sell	-7,803	Closed	-$345K	–	123
2024 Q1	$345K	Hold	7,803	–	–	0.07%	97
2023 Q4	$392K	Hold	7,803	–	–	0.09%	91
2023 Q3	$277K	Hold	7,803	–	–	0.07%	103
2023 Q2	$261K	Sell	7,803 -150	-2%	-$4.71K	0.06%	104
2023 Q1	$260K	Hold	7,953	–	–	0.07%	102
2022 Q4	$210K	Buy	7,953 +150	+2%	+$4.17K	0.06%	110
2022 Q3	$201K	Hold	7,803	–	–	0.06%	105
2022 Q2	$292K	Sell	7,803 -1,672	-18%	-$72.3K	0.08%	90
2022 Q1	$470K	Buy	9,475 +1,500	+19%	+$74.3K	0.12%	79
2021 Q4	$411K	Sell	7,975 -28	-0.3%	-$1.43K	0.1%	84
2021 Q3	$426K	Buy	8,003 +200	+3%	+$10.8K	0.11%	82
2021 Q2	$438K	Hold	7,803	–	–	0.12%	83
2021 Q1	$499K	Hold	7,803	–	–	0.15%	74
2020 Q4	$389K	Hold	7,803	–	–	0.12%	81
2020 Q3	$404K	Hold	7,803	–	–	0.14%	81
2020 Q2	$467K	Hold	7,803	–	–	0.17%	80
2020 Q1	$422K	Buy	7,803 +400	+5%	+$23.7K	0.18%	82
2019 Q4	$443K	Hold	7,403	–	–	0.16%	84
2019 Q3	$381K	Hold	7,403	–	–	0.15%	92
2019 Q2	$354K	Sell	7,403 -1,262	-15%	-$62.6K	0.15%	90
2019 Q1	$465K	Sell	8,665 -800	-8%	-$40.6K	0.21%	78
2018 Q4	$444K	Buy	9,465 +3	+0%	+$140	0.24%	74
2018 Q3	$447K	Hold	9,462	–	–	0.23%	74
2018 Q2	$470K	Hold	9,462	–	–	0.26%	68
2018 Q1	$493K	Sell	9,462 -2,000	-17%	-$95K	0.28%	71
2017 Q4	$529K	Buy	+11,462	New	+$500K	0.3%	69

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

White Lighthouse Investment Management's INTC Position: Q2 2024 in Review

White Lighthouse Investment Management sold out of Intel (INTC) in Q2 2024, closing a stake of 7,803 shares — an estimated $345K sold.

White Lighthouse Investment Management first reported a position in INTC in Q4 2017 and held it in 26 quarters. The position peaked at $529K in Q4 2017. 2,426 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

White Lighthouse Investment Management reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
White Lighthouse Investment Management sold 7,803 Intel shares in Q2 2024, an estimated $345K.
White Lighthouse Investment Management first reported a position in Intel in Q4 2017 and held it in 26 quarters.
White Lighthouse Investment Management's Intel position peaked at $529K in Q4 2017.
2,426 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on White Lighthouse Investment Management's 13F filing for Q2 2024, filed 15 Jul 2024.