Castle Financial & Retirement Planning Associates’s Intuit INTU Stock Holding History

Castle Financial & Retirement Planning Associates’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	$12K	Buy	+22	New	+$13.6K	0.04%	92

Other funds holding INTU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

NHC

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's INTU Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Intuit (INTU) in Q4 2021: 22 shares worth $12K. The stake represents 0.04% of the portfolio and ranks #92 among its holdings.

1,665 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

Castle Financial & Retirement Planning Associates held 22 shares of Intuit worth $12K as of Q4 2021.
Intuit was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Intuit made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #92 holding.
1,665 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.