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Caliber Wealth Management (Utah)’s Intuit INTU Stock Holding History

Caliber Wealth Management (Utah)’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
2023
Q1 		– Sell
-854
Closed -$332K – 76
2022
Q4 		$332K Buy
+854
New +$339K 0.25% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Caliber Wealth Management (Utah)'s INTU Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Intuit (INTU) in Q1 2023, closing a stake of 854 shares — an estimated $332K sold.

Caliber Wealth Management (Utah) first reported a position in INTU in Q4 2022 and held it in 1 quarter. The position peaked at $332K in Q4 2022. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 854 Intuit shares in Q1 2023, an estimated $332K.
  • Caliber Wealth Management (Utah) first reported a position in Intuit in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Intuit position peaked at $332K in Q4 2022.
  • 1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.