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Windsor Wealth Management’s Intel INTC Stock Holding History

Windsor 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
2022
Q4 		– Sell
-10,921
Closed -$281K – 165
2022
Q3 		$281K Buy
10,921
+128
+1% +$4.36K 0.07% 118
2022
Q2 		$399K Sell
10,793
-2,869
-21% -$124K 0.1% 101
2022
Q1 		$642K Buy
13,662
+463
+4% +$22.9K 0.12% 133
2021
Q4 		$701K Sell
13,199
-742
-5% -$37.9K 0.13% 131
2021
Q3 		$751K Sell
13,941
-390
-3% -$21.1K 0.16% 126
2021
Q2 		$805K Sell
14,331
-779
-5% -$45.7K 0.17% 112
2021
Q1 		$967K Sell
15,110
-1,264
-8% -$75.3K 0.23% 89
2020
Q4 		$816K Sell
16,374
-3,140
-16% -$153K 0.21% 98
2020
Q3 		$912K Sell
19,514
-10,405
-35% -$541K 0.27% 80
2020
Q2 		$1.79M Buy
29,919
+2,762
+10% +$165K 0.57% 39
2020
Q1 		$1.47M Sell
27,157
-4,535
-14% -$268K 0.59% 42
2019
Q4 		$1.9M Sell
31,692
-730
-2% -$40.9K 0.7% 31
2019
Q3 		$1.6M Sell
32,422
-3,461
-10% -$170K 0.7% 35
2019
Q2 		$1.72M Buy
35,883
+1,466
+4% +$72.7K 0.76% 32
2019
Q1 		$1.85M Sell
34,417
-2,162
-6% -$110K 1.04% 21
2018
Q4 		$1.72M Sell
36,579
-1,428
-4% -$66.9K 1.17% 18
2018
Q3 		$1.8M Buy
38,007
+2,004
+6% +$97.5K 1.17% 18
2018
Q2 		$1.79M Buy
36,003
+3,781
+12% +$201K 1.4% 16
2018
Q1 		$1.68M Buy
32,222
+2,903
+10% +$138K 1.42% 13
2017
Q4 		$1.35M Buy
+29,319
New +$1.28M 1.16% 15

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Windsor Wealth Management's INTC Position: Q4 2022 in Review

Windsor Wealth Management sold out of Intel (INTC) in Q4 2022, closing a stake of 10,921 shares — an estimated $281K sold.

Windsor Wealth Management first reported a position in INTC in Q4 2017 and held it in 20 quarters. The position peaked at $1.9M in Q4 2019. 2,480 funds tracked by Wall St. Rank hold INTC as of Q4 2022.

  • Windsor Wealth Management reported no remaining Intel position as of Q4 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 10,921 Intel shares in Q4 2022, an estimated $281K.
  • Windsor Wealth Management first reported a position in Intel in Q4 2017 and held it in 20 quarters.
  • Windsor Wealth Management's Intel position peaked at $1.9M in Q4 2019.
  • 2,480 funds tracked by Wall St. Rank held Intel as of Q4 2022.

Based on Windsor Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.