1834 Investment Advisors’s Intuit INTU Stock Holding History

1834 Investment Advisors’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4	Closed	-$2K	–	324
2022 Q2	$2K	Hold	4	–	–	﹤0.01%	435
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	417
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	436
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	458
2021 Q2	$2K	Hold	4	–	–	﹤0.01%	479
2021 Q1	$2K	Hold	4	–	–	﹤0.01%	450
2020 Q4	$2K	Buy	+4	New	+$1.41K	﹤0.01%	442

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

1834 Investment Advisors's INTU Position: Q3 2022 in Review

1834 Investment Advisors sold out of Intuit (INTU) in Q3 2022, closing a stake of 4 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in INTU in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

1834 Investment Advisors reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 4 Intuit shares in Q3 2022, an estimated $2K.
1834 Investment Advisors first reported a position in Intuit in Q4 2020 and held it in 7 quarters.
1834 Investment Advisors's Intuit position peaked at $3K in Q4 2021.
1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.