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Bruderman Asset Management’s Intuit INTU Stock Holding History

Bruderman Asset 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
Q1 		– Sell
-320
Closed -$206K – 80
2021
Q4 		$206K Buy
+320
New +$198K 0.16% 103
2019
Q2 		– Sell
-302
Closed -$79K – 324
2019
Q1 		$79K Buy
302
+1
+0.3% +$231 0.02% 222
2018
Q4 		$59K Buy
+301
New +$62.6K 0.02% 227

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bruderman Asset Management's INTU Position: Q1 2022 in Review

Bruderman Asset Management sold out of Intuit (INTU) in Q1 2022, closing a stake of 320 shares — an estimated $206K sold.

Bruderman Asset Management first reported a position in INTU in Q4 2018 and held it in 3 quarters. The position peaked at $206K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Bruderman Asset Management reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Bruderman Asset Management sold 320 Intuit shares in Q1 2022, an estimated $206K.
  • Bruderman Asset Management first reported a position in Intuit in Q4 2018 and held it in 3 quarters.
  • Bruderman Asset Management's Intuit position peaked at $206K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.