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Bedel Financial Consulting’s Intuit INTU Stock Holding History

Bedel Financial Consulting’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 		– Sell
-35
Closed -$17K – 518
2022
Q1 		$17K Buy
35
+9
+35% +$4.61K 0.01% 570
2021
Q4 		$17K Buy
26
+17
+189% +$10.5K 0.01% 600
2021
Q3 		$5K Buy
+9
New +$4.85K ﹤0.01% 774
2020
Q2 		– Sell
-4
Closed -$1K – 859
2020
Q1 		$1K Buy
+4
New +$1.08K ﹤0.01% 746

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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bedel Financial Consulting's INTU Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Intuit (INTU) in Q2 2022, closing a stake of 35 shares — an estimated $17K sold.

Bedel Financial Consulting first reported a position in INTU in Q1 2020 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 35 Intuit shares in Q2 2022, an estimated $17K.
  • Bedel Financial Consulting first reported a position in Intuit in Q1 2020 and held it in 4 quarters.
  • Bedel Financial Consulting's Intuit position peaked at $17K in Q1 2022.
  • 1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.