Brendel Financial Advisors’s Intuit INTU Stock Holding History

Brendel Financial 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
2022 Q1	–	Sell	-529	Closed	-$340K	–	125
2021 Q4	$340K	Buy	+529	New	+$327K	0.18%	84

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brendel Financial Advisors's INTU Position: Q1 2022 in Review

Brendel Financial Advisors sold out of Intuit (INTU) in Q1 2022, closing a stake of 529 shares — an estimated $340K sold.

Brendel Financial Advisors first reported a position in INTU in Q4 2021 and held it in 1 quarter. The position peaked at $340K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

Brendel Financial Advisors reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
Brendel Financial Advisors sold 529 Intuit shares in Q1 2022, an estimated $340K.
Brendel Financial Advisors first reported a position in Intuit in Q4 2021 and held it in 1 quarter.
Brendel Financial Advisors's Intuit position peaked at $340K in Q4 2021.
1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Brendel Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.