Capital Advisory Group Advisory Services’s Intuit INTU Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-179	Closed	-$86K	–	332
2022 Q1	$86K	Buy	+179	New	+$91.7K	0.04%	209
2021 Q4	–	Sell	-150	Closed	-$81K	–	317
2021 Q3	$81K	Hold	150	–	–	0.03%	246
2021 Q2	$74K	Hold	150	–	–	0.03%	245
2021 Q1	$57K	Sell	150 -579	-79%	-$223K	0.02%	239
2020 Q4	$277K	Buy	729 +63	+9%	+$22.1K	0.12%	135
2020 Q3	$217K	Hold	666	–	–	0.11%	127
2020 Q2	$197K	Buy	666 +516	+344%	+$142K	0.11%	127
2020 Q1	$35K	Buy	+150	New	+$40.6K	0.04%	128
2019 Q4	–	Sell	-150	Closed	-$40K	–	305
2019 Q3	$40K	Hold	150	–	–	0.03%	161
2019 Q2	$39K	Hold	150	–	–	0.03%	168
2019 Q1	$39K	Hold	150	–	–	0.03%	161
2018 Q4	$30K	Hold	150	–	–	0.02%	170
2018 Q3	$34K	Hold	150	–	–	0.02%	158
2018 Q2	$31K	Hold	150	–	–	0.02%	155
2018 Q1	$26K	Buy	+150	New	+$25.2K	0.02%	170

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Advisory Group Advisory Services's INTU Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Intuit (INTU) in Q2 2022, closing a stake of 179 shares — an estimated $86K sold.

Capital Advisory Group Advisory Services first reported a position in INTU in Q1 2018 and held it in 15 quarters. The position peaked at $277K in Q4 2020. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 179 Intuit shares in Q2 2022, an estimated $86K.
Capital Advisory Group Advisory Services first reported a position in Intuit in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Intuit position peaked at $277K in Q4 2020.
1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.