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AJ Wealth Strategies’s Intuit INTU Stock Holding History

AJ Wealth Strategies’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
Q2 		– Sell
-675
Closed -$325K – 323
2022
Q1 		$325K Buy
675
+39
+6% +$20K 0.02% 249
2021
Q4 		$409K Sell
636
-348
-35% -$215K 0.02% 218
2021
Q3 		$531K Hold
984
– – 0.03% 187
2021
Q2 		$482K Hold
984
– – 0.03% 184
2021
Q1 		$377K Sell
984
-549
-36% -$211K 0.03% 190
2020
Q4 		$582K Buy
+1,533
New +$538K 0.05% 135

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
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

AJ Wealth Strategies's INTU Position: Q2 2022 in Review

AJ Wealth Strategies sold out of Intuit (INTU) in Q2 2022, closing a stake of 675 shares — an estimated $325K sold.

AJ Wealth Strategies first reported a position in INTU in Q4 2020 and held it in 6 quarters. The position peaked at $582K in Q4 2020. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • AJ Wealth Strategies reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 675 Intuit shares in Q2 2022, an estimated $325K.
  • AJ Wealth Strategies first reported a position in Intuit in Q4 2020 and held it in 6 quarters.
  • AJ Wealth Strategies's Intuit position peaked at $582K in Q4 2020.
  • 1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.