AIA
INTU icon

Avalon Investment & Advisory’s Intuit INTU Stock Holding History

Avalon Investment & Advisory’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
2023
Q1 		$919K Sell
2,062
-1,218
-37% -$500K 0.03% 209
2022
Q4 		$1.28M Sell
3,280
-328
-9% -$130K 0.04% 186
2022
Q3 		$1.4M Sell
3,608
-318
-8% -$137K 0.04% 182
2022
Q2 		$1.51M Sell
3,926
-214
-5% -$88.6K 0.04% 179
2022
Q1 		$1.99M Buy
4,140
+1,402
+51% +$718K 0.05% 171
2021
Q4 		$1.76M Sell
2,738
-1,571
-36% -$970K 0.04% 178
2021
Q3 		$2.33M Buy
4,309
+56
+1% +$30.2K 0.05% 185
2021
Q2 		$2.08M Buy
4,253
+638
+18% +$277K 0.05% 192
2021
Q1 		$1.39M Buy
3,615
+255
+8% +$98.2K 0.03% 215
2020
Q4 		$1.28M Buy
3,360
+652
+24% +$229K 0.03% 231
2020
Q3 		$883K Buy
2,708
+650
+32% +$203K 0.02% 222
2020
Q2 		$610K Buy
+2,058
New +$565K 0.01% 233

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Avalon Investment & Advisory's INTU Position: Q1 2023 in Review

Avalon Investment & Advisory reduced its Intuit (INTU) stake by 37% in Q1 2023, selling an estimated $500K and leaving 2,062 shares worth $919K. The position accounts for 0.03% of the portfolio, ranked #209.

Avalon Investment & Advisory first reported a position in INTU in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.33M in Q3 2021. 1,611 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • Avalon Investment & Advisory held 2,062 shares of Intuit worth $919K as of Q1 2023.
  • Avalon Investment & Advisory sold 1,218 Intuit shares in Q1 2023, an estimated $500K.
  • Intuit made up 0.03% of Avalon Investment & Advisory's portfolio in Q1 2023, its #209 holding.
  • Avalon Investment & Advisory first reported a position in Intuit in Q2 2020 and has held it in 12 quarters since.
  • Avalon Investment & Advisory's Intuit position peaked at $2.33M in Q3 2021.
  • 1,611 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.