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B. Riley Wealth Management’s Intuit INTU Stock Holding History

B. Riley 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
Q2 		$228K Sell
591
-40
-6% -$16.6K 0.02% 520
2022
Q1 		$303K Buy
631
+246
+64% +$126K 0.02% 445
2021
Q4 		$248K Hold
385
– – 0.02% 525
2021
Q3 		$208K Buy
+385
New +$207K 0.02% 559
2014
Q3 		– Sell
-1,367
Closed -$110K – 1107
2014
Q2 		$110K Buy
1,367
+7
+0.5% +$540 0.07% 331
2014
Q1 		$106K Buy
+1,360
New +$104K 0.08% 307

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
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

B. Riley Wealth Management's INTU Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Intuit (INTU) stake by 6.3% in Q2 2022, selling an estimated $16.6K and leaving 591 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #520.

B. Riley Wealth Management first reported a position in INTU in Q1 2014 and has held it in 6 quarters since. The position peaked at $303K in Q1 2022. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • B. Riley Wealth Management held 591 shares of Intuit worth $228K as of Q2 2022.
  • B. Riley Wealth Management sold 40 Intuit shares in Q2 2022, an estimated $16.6K.
  • Intuit made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #520 holding.
  • B. Riley Wealth Management first reported a position in Intuit in Q1 2014 and has held it in 6 quarters since.
  • B. Riley Wealth Management's Intuit position peaked at $303K in Q1 2022.
  • 1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.