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Brown Advisory Securities’s Intuit INTU Stock Holding History

Brown Advisory Securities’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
Q3 		– Sell
-791
Closed -$304K – 85
2022
Q2 		$304K Sell
791
-493
-38% -$204K 0.29% 94
2022
Q1 		$617K Sell
1,284
-119
-8% -$60.9K 0.36% 68
2021
Q4 		$902K Sell
1,403
-361
-20% -$223K 0.38% 63
2021
Q3 		$951K Sell
1,764
-4,828
-73% -$2.6M 0.28% 78
2021
Q2 		$3.23M Hold
6,592
– – 0.51% 39
2021
Q1 		$2.52M Hold
6,592
– – 0.43% 50
2020
Q4 		$2.5M Buy
6,592
+5
+0.1% +$1.76K 0.43% 49
2020
Q3 		$2.15M Buy
6,587
+7
+0.1% +$2.19K 0.44% 50
2020
Q2 		$1.88M Buy
6,580
+228
+4% +$62.5K 0.4% 54
2020
Q1 		$1.53M Buy
6,352
+208
+3% +$56.3K 0.39% 57
2019
Q4 		$1.61M Sell
6,144
-23
-0.4% -$6.01K 0.39% 60
2019
Q3 		$1.64M Buy
6,167
+23
+0.4% +$6.33K 0.46% 52
2019
Q2 		$1.61M Sell
6,144
-512
-8% -$130K 0.43% 56
2019
Q1 		$1.74M Sell
6,656
-8
-0.1% -$1.85K 0.41% 59
2018
Q4 		$1.3M Buy
6,664
+105
+2% +$21.8K 0.25% 85
2018
Q3 		$1.49M Sell
6,559
-155
-2% -$33.3K 0.24% 91
2018
Q2 		$1.37M Buy
6,714
+25
+0.4% +$4.79K 0.24% 100
2018
Q1 		$1.16M Sell
6,689
-96
-1% -$16.2K 0.22% 107
2017
Q4 		$1.07M Buy
+6,785
New +$1.03M 0.21% 113

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Brown Advisory Securities's INTU Position: Q3 2022 in Review

Brown Advisory Securities sold out of Intuit (INTU) in Q3 2022, closing a stake of 791 shares — an estimated $304K sold.

Brown Advisory Securities first reported a position in INTU in Q4 2017 and held it in 19 quarters. The position peaked at $3.23M in Q2 2021. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Brown Advisory Securities reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Brown Advisory Securities sold 791 Intuit shares in Q3 2022, an estimated $304K.
  • Brown Advisory Securities first reported a position in Intuit in Q4 2017 and held it in 19 quarters.
  • Brown Advisory Securities's Intuit position peaked at $3.23M in Q2 2021.
  • 1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Brown Advisory Securities's 13F filing for Q3 2022, filed 14 Nov 2022.