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Campbell Wealth Management’s Intuit INTU Stock Holding History

Campbell Wealth 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
-355
Closed -$228K – 78
2021
Q4 		$228K Buy
+355
New +$219K 0.03% 70
2020
Q3 		– Sell
-475
Closed -$141K – 200
2020
Q2 		$141K Buy
+475
New +$130K 0.02% 76

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

Campbell Wealth Management's INTU Position: Q1 2022 in Review

Campbell Wealth Management sold out of Intuit (INTU) in Q1 2022, closing a stake of 355 shares — an estimated $228K sold.

Campbell Wealth Management first reported a position in INTU in Q2 2020 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Campbell Wealth Management reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Campbell Wealth Management sold 355 Intuit shares in Q1 2022, an estimated $228K.
  • Campbell Wealth Management first reported a position in Intuit in Q2 2020 and held it in 2 quarters.
  • Campbell Wealth Management's Intuit position peaked at $228K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Campbell Wealth Management's 13F filing for Q1 2022, filed 18 May 2022.