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Advisory Resource Group’s Intuit INTU Stock Holding History

Advisory Resource Group’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
-1,197
Closed -$461K – 138
2022
Q2 		$461K Buy
1,197
+388
+48% +$161K 0.15% 73
2022
Q1 		$389K Buy
809
+165
+26% +$84.5K 0.12% 96
2021
Q4 		$358K Buy
+644
New +$398K 0.12% 99

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
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

Advisory Resource Group's INTU Position: Q3 2022 in Review

Advisory Resource Group sold out of Intuit (INTU) in Q3 2022, closing a stake of 1,197 shares — an estimated $461K sold.

Advisory Resource Group first reported a position in INTU in Q4 2021 and held it in 3 quarters. The position peaked at $461K in Q2 2022. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Advisory Resource Group reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Advisory Resource Group sold 1,197 Intuit shares in Q3 2022, an estimated $461K.
  • Advisory Resource Group first reported a position in Intuit in Q4 2021 and held it in 3 quarters.
  • Advisory Resource Group's Intuit position peaked at $461K in Q2 2022.
  • 1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Advisory Resource Group's 13F filing for Q3 2022, filed 11 Oct 2022.