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Capital Directions Investment Advisors’s Intuit INTU Stock Holding History

Capital Directions Investment 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
2021
Q4 		– Sell
-125
Closed -$67K – 135
2021
Q3 		$67K Hold
125
– – 0.02% 116
2021
Q2 		$61K Buy
+125
New +$54.2K 0.02% 110

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Capital Directions Investment Advisors's INTU Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Intuit (INTU) in Q4 2021, closing a stake of 125 shares — an estimated $67K sold.

Capital Directions Investment Advisors first reported a position in INTU in Q2 2021 and held it in 2 quarters. The position peaked at $67K in Q3 2021. 1,666 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining Intuit position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 125 Intuit shares in Q4 2021, an estimated $67K.
  • Capital Directions Investment Advisors first reported a position in Intuit in Q2 2021 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Intuit position peaked at $67K in Q3 2021.
  • 1,666 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.