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Calton & Associates’s Intuit INTU Stock Holding History

Calton & Associates’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
Q4 		– Sell
-949
Closed -$367K – 284
2022
Q3 		$367K Sell
949
-4
-0.4% -$1.73K 0.21% 116
2022
Q2 		$367K Sell
953
-14
-1% -$5.8K 0.2% 130
2022
Q1 		$465K Buy
967
+27
+3% +$13.8K 0.14% 177
2021
Q4 		$605K Sell
940
-132
-12% -$81.5K 0.16% 156
2021
Q3 		$578K Sell
1,072
-257
-19% -$139K 0.13% 183
2021
Q2 		$652K Buy
1,329
+98
+8% +$42.5K 0.12% 169
2021
Q1 		$472K Buy
1,231
+44
+4% +$16.9K 0.09% 194
2020
Q4 		$451K Sell
1,187
-46
-4% -$16.2K 0.08% 195
2020
Q3 		$403K Buy
1,233
+48
+4% +$15K 0.08% 185
2020
Q2 		$351K Sell
1,185
-388
-25% -$106K 0.08% 198
2020
Q1 		$362K Buy
1,573
+381
+32% +$103K 0.09% 183
2019
Q4 		$312K Sell
1,192
-1,524
-56% -$399K 0.06% 252
2019
Q3 		$722K Sell
2,716
-366
-12% -$101K 0.16% 110
2019
Q2 		$806K Buy
3,082
+395
+15% +$100K 0.23% 80
2019
Q1 		$703K Buy
2,687
+338
+14% +$78.1K 0.21% 89
2018
Q4 		$462K Sell
2,349
-113
-5% -$23.5K 0.17% 119
2018
Q3 		$560K Buy
+2,462
New +$529K 0.16% 110
2018
Q1 		– Sell
-138
Closed -$23K – 802
2017
Q4 		$23K Buy
+138
New +$21K 0.01% 862

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Calton & Associates's INTU Position: Q4 2022 in Review

Calton & Associates sold out of Intuit (INTU) in Q4 2022, closing a stake of 949 shares — an estimated $367K sold.

Calton & Associates first reported a position in INTU in Q4 2017 and held it in 18 quarters. The position peaked at $806K in Q2 2019. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Calton & Associates reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
  • Calton & Associates sold 949 Intuit shares in Q4 2022, an estimated $367K.
  • Calton & Associates first reported a position in Intuit in Q4 2017 and held it in 18 quarters.
  • Calton & Associates's Intuit position peaked at $806K in Q2 2019.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Calton & Associates's 13F filing for Q4 2022, filed 18 Jan 2023.