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Bickling Financial Services’s Intuit INTU Stock Holding History

Bickling Financial Services’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
-464
Closed -$223K – 128
2022
Q1 		$223K Hold
464
– – 0.11% 122
2021
Q4 		$298K Hold
464
– – 0.14% 103
2021
Q3 		$250K Hold
464
– – 0.13% 102
2021
Q2 		$227K Buy
+464
New +$201K 0.1% 119

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

Bickling Financial Services's INTU Position: Q2 2022 in Review

Bickling Financial Services sold out of Intuit (INTU) in Q2 2022, closing a stake of 464 shares — an estimated $223K sold.

Bickling Financial Services first reported a position in INTU in Q2 2021 and held it in 4 quarters. The position peaked at $298K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Bickling Financial Services reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Bickling Financial Services sold 464 Intuit shares in Q2 2022, an estimated $223K.
  • Bickling Financial Services first reported a position in Intuit in Q2 2021 and held it in 4 quarters.
  • Bickling Financial Services's Intuit position peaked at $298K in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Bickling Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.