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Aevitas Wealth Management’s Intuit INTU Stock Holding History

Aevitas Wealth Management’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
Q1 		– Sell
-677
Closed -$436K – 121
2021
Q4 		$436K Hold
677
– – 0.26% 87
2021
Q3 		$365K Buy
677
+1
+0.1% +$539 0.23% 95
2021
Q2 		$331K Buy
676
+1
+0.1% +$434 0.21% 98
2021
Q1 		$259K Buy
675
+1
+0.1% +$385 0.18% 103
2020
Q4 		$256K Buy
674
+1
+0.1% +$351 0.19% 102
2020
Q3 		$220K Buy
+673
New +$211K 0.18% 101

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aevitas Wealth Management's INTU Position: Q1 2022 in Review

Aevitas Wealth Management sold out of Intuit (INTU) in Q1 2022, closing a stake of 677 shares — an estimated $436K sold.

Aevitas Wealth Management first reported a position in INTU in Q3 2020 and held it in 6 quarters. The position peaked at $436K in Q4 2021. 1,553 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Aevitas Wealth Management reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Aevitas Wealth Management sold 677 Intuit shares in Q1 2022, an estimated $436K.
  • Aevitas Wealth Management first reported a position in Intuit in Q3 2020 and held it in 6 quarters.
  • Aevitas Wealth Management's Intuit position peaked at $436K in Q4 2021.
  • 1,553 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Aevitas Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.