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Beacon Financial Advisory’s Intuit INTU Stock Holding History

Beacon Financial 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
2022
Q3 		– Sell
-2,497
Closed -$962K – 203
2022
Q2 		$962K Buy
2,497
+10
+0.4% +$4.14K 0.55% 53
2022
Q1 		$1.2M Buy
2,487
+2
+0.1% +$1.02K 0.57% 49
2021
Q4 		$1.6M Buy
2,485
+4
+0.2% +$2.47K 0.74% 35
2021
Q3 		$1.34M Hold
2,481
– – 0.7% 35
2021
Q2 		$1.22M Hold
2,481
– – 0.65% 39
2021
Q1 		$950K Buy
2,481
+15
+0.6% +$5.78K 0.54% 58
2020
Q4 		$936K Buy
2,466
+12
+0.5% +$4.21K 0.61% 47
2020
Q3 		$800K Hold
2,454
– – 0.7% 37
2020
Q2 		$726K Hold
2,454
– – 0.79% 36
2020
Q1 		$564K Buy
2,454
+54
+2% +$14.6K 0.72% 40
2019
Q4 		$628K Buy
+2,400
New +$628K 0.54% 53

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Beacon Financial Advisory's INTU Position: Q3 2022 in Review

Beacon Financial Advisory sold out of Intuit (INTU) in Q3 2022, closing a stake of 2,497 shares — an estimated $962K sold.

Beacon Financial Advisory first reported a position in INTU in Q4 2019 and held it in 11 quarters. The position peaked at $1.6M in Q4 2021. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Beacon Financial Advisory reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,497 Intuit shares in Q3 2022, an estimated $962K.
  • Beacon Financial Advisory first reported a position in Intuit in Q4 2019 and held it in 11 quarters.
  • Beacon Financial Advisory's Intuit position peaked at $1.6M in Q4 2021.
  • 1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Beacon Financial Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.