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American Portfolios Advisors’s Intuit INTU Stock Holding History

American Portfolios Advisors’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 		$798K Sell
2,059
-41
-2% -$17.7K 0.03% 495
2022
Q2 		$809K Sell
2,100
-36
-2% -$14.9K 0.03% 489
2022
Q1 		$1.03M Sell
2,136
-2,083
-49% -$1.07M 0.04% 477
2021
Q4 		$2.71M Buy
4,219
+85
+2% +$52.5K 0.09% 218
2021
Q3 		$2.23M Sell
4,134
-156
-4% -$84.1K 0.08% 247
2021
Q2 		$2.1M Buy
4,290
+341
+9% +$148K 0.08% 253
2021
Q1 		$1.51M Buy
3,949
+1,989
+101% +$766K 0.07% 291
2020
Q4 		$745K Buy
1,960
+874
+80% +$307K 0.04% 430
2020
Q3 		$354K Buy
1,086
+197
+22% +$61.6K 0.02% 590
2020
Q2 		$263K Sell
889
-131
-13% -$35.9K 0.02% 649
2020
Q1 		$235K Buy
1,020
+91
+10% +$24.6K 0.02% 600
2019
Q4 		$243K Sell
929
-1,646
-64% -$430K 0.02% 679
2019
Q3 		$685K Buy
2,575
+249
+11% +$68.5K 0.06% 322
2019
Q2 		$608K Buy
2,326
+397
+21% +$101K 0.05% 337
2019
Q1 		$504K Sell
1,929
-132
-6% -$30.5K 0.05% 369
2018
Q4 		$406K Sell
2,061
-314
-13% -$65.3K 0.05% 328
2018
Q3 		$540K Buy
2,375
+622
+35% +$134K 0.06% 292
2018
Q2 		$358K Buy
1,753
+1,384
+375% +$265K 0.05% 366
2018
Q1 		$64K Buy
369
+271
+277% +$45.6K 0.01% 924
2017
Q4 		$15.5K Buy
+98
New +$14.9K ﹤0.01% 1416

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
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

American Portfolios Advisors's INTU Position: Q3 2022 in Review

American Portfolios Advisors reduced its Intuit (INTU) stake by 2% in Q3 2022, selling an estimated $17.7K and leaving 2,059 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #495.

American Portfolios Advisors first reported a position in INTU in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.71M in Q4 2021. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • American Portfolios Advisors held 2,059 shares of Intuit worth $798K as of Q3 2022.
  • American Portfolios Advisors sold 41 Intuit shares in Q3 2022, an estimated $17.7K.
  • Intuit made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #495 holding.
  • American Portfolios Advisors first reported a position in Intuit in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Intuit position peaked at $2.71M in Q4 2021.
  • 1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.