BerganKDV Wealth Management’s Intuit INTU Stock Holding History

BerganKDV 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
2023 Q2	$97.6K	Sell	213 -63	-23%	-$27.6K	0.01%	302
2023 Q1	$123K	Buy	276 +2	+0.7%	+$821	0.01%	288
2022 Q4	$107K	Buy	274 +2	+0.7%	+$793	0.01%	300
2022 Q3	$105K	Sell	272 -71	-21%	-$30.7K	0.01%	281
2022 Q2	$132K	Sell	343 -19	-5%	-$7.87K	0.02%	276
2022 Q1	$174K	Hold	362	–	–	0.02%	251
2021 Q4	$233K	Buy	362 +18	+5%	+$11.1K	0.02%	248
2021 Q3	$186K	Sell	344 -5	-1%	-$2.69K	0.02%	252
2021 Q2	$171K	Hold	349	–	–	0.02%	259
2021 Q1	$134K	Sell	349 -35	-9%	-$13.5K	0.02%	270
2020 Q4	$146K	Buy	384 +51	+15%	+$17.9K	0.02%	245
2020 Q3	$109K	Hold	333	–	–	0.02%	256
2020 Q2	$99K	Buy	333 +6	+2%	+$1.65K	0.02%	277
2020 Q1	$75K	Sell	327 -30	-8%	-$8.12K	0.02%	276
2019 Q4	$94K	Buy	357 +21	+6%	+$5.49K	0.02%	281
2019 Q3	$89K	Hold	336	–	–	0.02%	270
2019 Q2	$88K	Hold	336	–	–	0.02%	276
2019 Q1	$88K	Hold	336	–	–	0.02%	289
2018 Q4	$66K	Hold	336	–	–	0.02%	276
2018 Q3	$76K	Hold	336	–	–	0.02%	276
2018 Q2	$69K	Buy	+336	New	+$64.4K	0.02%	282

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BerganKDV Wealth Management's INTU Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Intuit (INTU) stake by 23% in Q2 2023, selling an estimated $27.6K and leaving 213 shares worth $97.6K. The position accounts for 0.01% of the portfolio, ranked #302.

BerganKDV Wealth Management first reported a position in INTU in Q2 2018 and has held it in 21 quarters since. The position peaked at $233K in Q4 2021. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

BerganKDV Wealth Management held 213 shares of Intuit worth $97.6K as of Q2 2023.
BerganKDV Wealth Management sold 63 Intuit shares in Q2 2023, an estimated $27.6K.
Intuit made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #302 holding.
BerganKDV Wealth Management first reported a position in Intuit in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Intuit position peaked at $233K in Q4 2021.
1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.