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Cedar Brook Financial Partners’s Intuit INTU Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-1,670
Closed -$1.09M – 209
2024
Q1 		$1.09M Buy
1,670
+2
+0.1% +$1.28K 0.21% 113
2023
Q4 		$1.02M Buy
1,668
+1,266
+315% +$698K 0.23% 109
2023
Q3 		$205K Sell
402
-165
-29% -$83.5K 0.05% 347
2023
Q2 		$260K Sell
567
-67
-11% -$29.3K 0.06% 313
2023
Q1 		$283K Sell
634
-4
-0.6% -$1.64K 0.07% 277
2022
Q4 		$248K Buy
638
+6
+0.9% +$2.38K 0.07% 297
2022
Q3 		$245K Sell
632
-36
-5% -$15.6K 0.08% 277
2022
Q2 		$257K Sell
668
-20
-3% -$8.28K 0.08% 269
2022
Q1 		$331K Buy
688
+14
+2% +$7.17K 0.09% 254
2021
Q4 		$434K Buy
674
+125
+23% +$77.2K 0.11% 203
2021
Q3 		$296K Sell
549
-109
-17% -$58.7K 0.09% 250
2021
Q2 		$323K Buy
658
+15
+2% +$6.5K 0.09% 249
2021
Q1 		$246K Sell
643
-100
-13% -$38.5K 0.09% 270
2020
Q4 		$282K Buy
743
+5
+0.7% +$1.76K 0.1% 227
2020
Q3 		$241K Buy
738
+1
+0.1% +$313 0.09% 238
2020
Q2 		$218K Buy
+737
New +$202K 0.1% 242
2019
Q4 		– Sell
-793
Closed -$211K – 308
2019
Q3 		$211K Sell
793
-35
-4% -$9.63K 0.09% 275
2019
Q2 		$216K Sell
828
-27
-3% -$6.86K 0.1% 268
2019
Q1 		$224K Buy
+855
New +$198K 0.11% 247

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return