ACG Wealth’s Intuit INTU Stock Holding History

ACG Wealth’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	-51	Closed	-$20K	–	600
2022 Q2	$20K	Buy	+51	New	+$21.1K	﹤0.01%	573
2021 Q1	–	Sell	-668	Closed	-$254K	–	337
2020 Q4	$254K	Buy	668 +1	+0.1%	+$351	0.04%	261
2020 Q3	$218K	Buy	+667	New	+$209K	0.03%	264

Other funds holding INTU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

ACG Wealth's INTU Position: Q3 2022 in Review

ACG Wealth sold out of Intuit (INTU) in Q3 2022, closing a stake of 51 shares — an estimated $20K sold.

ACG Wealth first reported a position in INTU in Q3 2020 and held it in 3 quarters. The position peaked at $254K in Q4 2020. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

ACG Wealth reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 51 Intuit shares in Q3 2022, an estimated $20K.
ACG Wealth first reported a position in Intuit in Q3 2020 and held it in 3 quarters.
ACG Wealth's Intuit position peaked at $254K in Q4 2020.
1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.