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Cascadia Advisory Services’s Intuit INTU Stock Holding History

Cascadia 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
2021
Q3 		$2.85M Sell
5,281
-788
-13% -$425K 0.58% 50
2021
Q2 		$2.98M Buy
6,069
+62
+1% +$26.9K 0.64% 39
2021
Q1 		$2.3M Buy
+6,007
New +$2.31M 0.51% 63
2020
Q3 		$1.6M Buy
+4,909
New +$1.54M 0.45% 62

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cascadia Advisory Services's INTU Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Intuit (INTU) stake by 13% in Q3 2021, selling an estimated $425K and leaving 5,281 shares worth $2.85M. The position accounts for 0.58% of the portfolio, ranked #50.

Cascadia Advisory Services first reported a position in INTU in Q3 2020 and has held it in 4 quarters since. The position peaked at $2.98M in Q2 2021. 1,445 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

  • Cascadia Advisory Services held 5,281 shares of Intuit worth $2.85M as of Q3 2021.
  • Cascadia Advisory Services sold 788 Intuit shares in Q3 2021, an estimated $425K.
  • Intuit made up 0.58% of Cascadia Advisory Services's portfolio in Q3 2021, its #50 holding.
  • Cascadia Advisory Services first reported a position in Intuit in Q3 2020 and has held it in 4 quarters since.
  • Cascadia Advisory Services's Intuit position peaked at $2.98M in Q2 2021.
  • 1,445 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.