CFA
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Camarda Financial Advisors’s Intuit INTU Stock Holding History

Camarda Financial Advisors’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
-1,493
Closed -$960K – 116
2021
Q4 		$960K Buy
1,493
+84
+6% +$51.9K 0.54% 25
2021
Q3 		$760K Buy
+1,409
New +$759K 0.51% 37
2019
Q3 		– Sell
-8
Closed -$2K – 253
2019
Q2 		$2K Hold
8
– – ﹤0.01% 331
2019
Q1 		$2K Buy
+8
New +$1.85K ﹤0.01% 358
2017
Q1 		– Sell
-152
Closed -$17K – 218
2016
Q4 		$17K Buy
152
+24
+19% +$2.69K 0.01% 173
2016
Q3 		$14K Sell
128
-128
-50% -$14.3K 0.01% 158
2016
Q2 		$29K Hold
256
– – 0.02% 155
2016
Q1 		$27K Buy
+256
New +$24.7K 0.02% 155

Other funds holding INTU

BlackRock
BlackRock New York $5.7T 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 $1.47T 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