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BDO Wealth Advisors’s Intuit INTU Stock Holding History

BDO Wealth 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
2023
Q2 		$74.6K Buy
163
+22
+16% +$9.63K 0.01% 372
2023
Q1 		$62.9K Buy
141
+129
+1,075% +$53K 0.01% 380
2022
Q4 		$4.67K Sell
12
-26
-68% -$10.3K ﹤0.01% 771
2022
Q3 		$15K Buy
38
+23
+153% +$9.94K ﹤0.01% 626
2022
Q2 		$6K Sell
15
-12
-44% -$4.97K ﹤0.01% 763
2022
Q1 		$13K Hold
27
– – ﹤0.01% 685
2021
Q4 		$17K Hold
27
– – ﹤0.01% 650
2021
Q3 		$15K Hold
27
– – ﹤0.01% 662
2021
Q2 		$13K Sell
27
-12
-31% -$5.2K ﹤0.01% 708
2021
Q1 		$15K Buy
39
+7
+22% +$2.69K ﹤0.01% 664
2020
Q4 		$12K Hold
32
– – ﹤0.01% 533
2020
Q3 		$10K Buy
32
+20
+167% +$6.26K ﹤0.01% 491
2020
Q2 		$4K Hold
12
– – ﹤0.01% 577
2020
Q1 		$3K Buy
+12
New +$3.25K ﹤0.01% 646
2018
Q4 		– Sell
-72
Closed -$16K – 586
2018
Q3 		$16K Hold
72
– – 0.01% 406
2018
Q2 		$15K Hold
72
– – 0.01% 411
2018
Q1 		$12K Buy
+72
New +$12.1K ﹤0.01% 380
2017
Q3 		– Sell
-72
Closed -$10K – 492
2017
Q2 		$10K Buy
+72
New +$9.34K ﹤0.01% 374

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BDO Wealth Advisors's INTU Position: Q2 2023 in Review

BDO Wealth Advisors increased its Intuit (INTU) stake by 16% in Q2 2023, buying an estimated $9.63K and bringing the position to 163 shares worth $74.6K. The position accounts for 0.01% of the portfolio, ranked #372.

BDO Wealth Advisors first reported a position in INTU in Q2 2017 and has held it in 18 quarters since. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

  • BDO Wealth Advisors held 163 shares of Intuit worth $74.6K as of Q2 2023.
  • BDO Wealth Advisors bought 22 Intuit shares in Q2 2023, an estimated $9.63K.
  • Intuit made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #372 holding.
  • BDO Wealth Advisors first reported a position in Intuit in Q2 2017 and has held it in 18 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.