WR Wealth Planners’s Intel INTC Stock Holding History

WR Wealth Planners’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	$113K	Sell	5,642 -1,672	-23%	-$37.7K	0.04%	214
2024 Q3	$172K	Sell	7,314 -182	-2%	-$4.54K	0.05%	206
2024 Q2	$232K	Sell	7,496 -1,661	-18%	-$54.4K	0.07%	154
2024 Q1	$404K	Sell	9,157 -982	-10%	-$43.8K	0.13%	110
2023 Q4	$509K	Buy	10,139 +678	+7%	+$27.5K	0.19%	97
2023 Q3	$336K	Buy	9,461 +725	+8%	+$25.3K	0.13%	128
2023 Q2	$292K	Buy	8,736 +3,100	+55%	+$97.3K	0.11%	136
2023 Q1	$184K	Buy	5,636 +3,299	+141%	+$93.5K	0.08%	164
2022 Q4	$61.8K	Buy	2,337 +22	+1%	+$611	0.04%	158
2022 Q3	$59.7K	Buy	2,315 +21	+0.9%	+$716	0.04%	155
2022 Q2	$85.8K	Buy	2,294 +14	+0.6%	+$606	0.06%	140
2022 Q1	$113K	Buy	+2,280	New	+$113K	0.07%	131

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

WR Wealth Planners's INTC Position: Q4 2024 in Review

WR Wealth Planners reduced its Intel (INTC) stake by 23% in Q4 2024, selling an estimated $37.7K and leaving 5,642 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #214.

WR Wealth Planners first reported a position in INTC in Q1 2022 and has held it in 12 quarters since. The position peaked at $509K in Q4 2023. 2,031 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

WR Wealth Planners held 5,642 shares of Intel worth $113K as of Q4 2024.
WR Wealth Planners sold 1,672 Intel shares in Q4 2024, an estimated $37.7K.
Intel made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #214 holding.
WR Wealth Planners first reported a position in Intel in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Intel position peaked at $509K in Q4 2023.
2,031 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.