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CGN Advisors’s Intuit INTU Stock Holding History

CGN 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
2023
Q4 		– Sell
-1,185
Closed -$605K – 254
2023
Q3 		$605K Hold
1,185
– – 0.08% 177
2023
Q2 		$543K Hold
1,185
– – 0.08% 168
2023
Q1 		$528K Hold
1,185
– – 0.08% 168
2022
Q4 		$461K Hold
1,185
– – 0.08% 171
2022
Q3 		$459K Hold
1,185
– – 0.12% 169
2022
Q2 		$457K Hold
1,185
– – 0.13% 163
2022
Q1 		$570K Buy
1,185
+190
+19% +$97.3K 0.14% 138
2021
Q4 		$640K Buy
+995
New +$614K 0.17% 127

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

CGN Advisors's INTU Position: Q4 2023 in Review

CGN Advisors sold out of Intuit (INTU) in Q4 2023, closing a stake of 1,185 shares — an estimated $605K sold.

CGN Advisors first reported a position in INTU in Q4 2021 and held it in 8 quarters. The position peaked at $640K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • CGN Advisors reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • CGN Advisors sold 1,185 Intuit shares in Q4 2023, an estimated $605K.
  • CGN Advisors first reported a position in Intuit in Q4 2021 and held it in 8 quarters.
  • CGN Advisors's Intuit position peaked at $640K in Q4 2021.
  • 1,916 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on CGN Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.