Advisor Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.96M | Buy |
12,881
+3,028
| +31% | +$1.25M | 0.35% | 53 |
|
|
2022
Q1 | $4.74M | Buy |
9,853
+628
| +7% | +$322K | 0.3% | 62 |
|
|
2021
Q4 | $5.93M | Buy |
9,225
+180
| +2% | +$111K | 0.36% | 51 |
|
|
2021
Q3 | $4.88M | Sell |
9,045
-21
| -0.2% | -$11.3K | 0.33% | 57 |
|
|
2021
Q2 | $4.44M | Buy |
9,066
+96
| +1% | +$41.6K | 0.29% | 65 |
|
|
2021
Q1 | $3.44M | Sell |
8,970
-122
| -1% | -$47K | 0.25% | 76 |
|
|
2020
Q4 | $3.45M | Sell |
9,092
-202
| -2% | -$70.9K | 0.26% | 69 |
|
|
2020
Q3 | $3.03M | Buy |
9,294
+76
| +0.8% | +$23.8K | 0.26% | 67 |
|
|
2020
Q2 | $2.73M | Sell |
9,218
-249
| -3% | -$68.3K | 0.25% | 73 |
|
|
2020
Q1 | $2.18M | Buy |
9,467
+2,095
| +28% | +$567K | 0.26% | 72 |
|
|
2019
Q4 | $2.01M | Buy |
7,372
+20
| +0.3% | +$5.23K | 0.21% | 107 |
|
|
2019
Q3 | $1.96M | Buy |
7,352
+953
| +15% | +$262K | 0.24% | 85 |
|
|
2019
Q2 | $1.67M | Buy |
6,399
+126
| +2% | +$32K | 0.2% | 96 |
|
|
2019
Q1 | $1.64M | Sell |
6,273
-785
| -11% | -$181K | 0.21% | 91 |
|
|
2018
Q4 | $1.39M | Buy |
7,058
+1,075
| +18% | +$224K | 0.22% | 101 |
|
|
2018
Q3 | $1.36M | Buy |
5,983
+204
| +4% | +$43.8K | 0.18% | 100 |
|
|
2018
Q2 | $1.18M | Buy |
5,779
+386
| +7% | +$74K | 0.2% | 110 |
|
|
2018
Q1 | $935K | Buy |
5,393
+46
| +0.9% | +$7.74K | 0.17% | 130 |
|
|
2017
Q4 | $897K | Buy |
5,347
+187
| +4% | +$28.5K | 0.16% | 144 |
|
|
2017
Q3 | $733K | Sell |
5,160
-42
| -0.8% | -$5.8K | 0.14% | 154 |
|
|
2017
Q2 | $691K | Buy |
5,202
+166
| +3% | +$21.5K | 0.16% | 154 |
|
|
2017
Q1 | $584K | Sell |
5,036
-918
| -15% | -$110K | 0.16% | 156 |
|
|
2016
Q4 | $682K | Buy |
5,954
+1,300
| +28% | +$146K | 0.21% | 122 |
|
|
2016
Q3 | $512K | Sell |
4,654
-309
| -6% | -$34.6K | 0.17% | 147 |
|
|
2016
Q2 | $554K | Buy |
4,963
+140
| +3% | +$14.6K | 0.19% | 133 |
|
|
2016
Q1 | $502K | Buy |
4,823
+2,016
| +72% | +$195K | 0.19% | 143 |
|
|
2015
Q4 | $271K | Buy |
2,807
+70
| +3% | +$6.77K | 0.09% | 228 |
|
|
2015
Q3 | $243K | Sell |
2,737
-448
| -14% | -$43.5K | 0.1% | 240 |
|
|
2015
Q2 | $310K | Buy |
3,185
+262
| +9% | +$26.7K | 0.12% | 216 |
|
|
2015
Q1 | $283K | Buy |
2,923
+169
| +6% | +$15.7K | 0.12% | 227 |
|
|
2014
Q4 | $254K | Sell |
2,754
-13
| -0.5% | -$1.16K | 0.11% | 234 |
|
|
2014
Q3 | $243K | Buy |
2,767
+49
| +2% | +$4.07K | 0.14% | 188 |
|
|
2014
Q2 | $219K | Buy |
+2,718
| New | +$210K | 0.11% | 248 |
|
Other funds holding INTU
NHC
Advisor Partners's INTU Position: Q2 2022 in Review
Advisor Partners increased its Intuit (INTU) stake by 31% in Q2 2022, buying an estimated $1.25M and bringing the position to 12,881 shares worth $4.96M. The position accounts for 0.35% of the portfolio, ranked #53.
Advisor Partners first reported a position in INTU in Q2 2014 and has held it in 33 quarters since. The position peaked at $5.93M in Q4 2021. 1,499 funds tracked by Wall St. Rank hold INTU as of Q2 2022.
- Advisor Partners held 12,881 shares of Intuit worth $4.96M as of Q2 2022.
- Advisor Partners bought 3,028 Intuit shares in Q2 2022, an estimated $1.25M.
- Intuit made up 0.35% of Advisor Partners's portfolio in Q2 2022, its #53 holding.
- Advisor Partners first reported a position in Intuit in Q2 2014 and has held it in 33 quarters since.
- Advisor Partners's Intuit position peaked at $5.93M in Q4 2021.
- 1,499 funds tracked by Wall St. Rank held Intuit as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.