Brewin Dolphin Wealth Management’s Intuit INTU Stock Holding History

Brewin Dolphin 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
2022 Q2	$7.17M	Buy	18,615 +136	+0.7%	+$56.3K	0.78%	22
2022 Q1	$8.88M	Sell	18,479 -981	-5%	-$502K	0.99%	21
2021 Q4	$12.5M	Sell	19,460 -400	-2%	-$247K	1.35%	16
2021 Q3	$10.7M	Buy	19,860 +1,413	+8%	+$762K	1.22%	18
2021 Q2	$9.04M	Buy	18,447 +5,621	+44%	+$2.44M	1.1%	17
2021 Q1	$4.91M	Buy	12,826 +1,012	+9%	+$390K	0.75%	27
2020 Q4	$4.49M	Buy	11,814 +595	+5%	+$209K	0.76%	28
2020 Q3	$3.66M	Buy	11,219 +133	+1%	+$41.6K	0.68%	32
2020 Q2	$3.28M	Buy	+11,086	New	+$3.04M	0.7%	31

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Brewin Dolphin Wealth Management's INTU Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Intuit (INTU) stake by 0.74% in Q2 2022, buying an estimated $56.3K and bringing the position to 18,615 shares worth $7.17M. The position accounts for 0.78% of the portfolio, ranked #22.

Brewin Dolphin Wealth Management first reported a position in INTU in Q2 2020 and has held it in 9 quarters since. The position peaked at $12.5M in Q4 2021. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

Brewin Dolphin Wealth Management held 18,615 shares of Intuit worth $7.17M as of Q2 2022.
Brewin Dolphin Wealth Management bought 136 Intuit shares in Q2 2022, an estimated $56.3K.
Intuit made up 0.78% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #22 holding.
Brewin Dolphin Wealth Management first reported a position in Intuit in Q2 2020 and has held it in 9 quarters since.
Brewin Dolphin Wealth Management's Intuit position peaked at $12.5M in Q4 2021.
1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.