Clear Perspective Advisors’s Intuit INTU Stock Holding History

Clear Perspective 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	$515K	Sell	801 -297	-27%	-$183K	0.16%	98
2021 Q3	$592K	Sell	1,098 -65	-6%	-$35K	0.2%	82
2021 Q2	$570K	Buy	1,163 +332	+40%	+$144K	0.2%	80
2021 Q1	$318K	Hold	831	–	–	0.12%	116
2020 Q4	$316K	Sell	831 -14	-2%	-$4.92K	0.13%	111
2020 Q3	$364	Sell	845 -309	-27%	-$96.7K	0.17%	97
2020 Q2	$342K	Buy	+1,154	New	+$317K	0.19%	88

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clear Perspective Advisors's INTU Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Intuit (INTU) stake by 27% in Q4 2021, selling an estimated $183K and leaving 801 shares worth $515K. The position accounts for 0.16% of the portfolio, ranked #98.

Clear Perspective Advisors first reported a position in INTU in Q2 2020 and has held it in 7 quarters since. The position peaked at $592K in Q3 2021. 1,667 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

Clear Perspective Advisors held 801 shares of Intuit worth $515K as of Q4 2021.
Clear Perspective Advisors sold 297 Intuit shares in Q4 2021, an estimated $183K.
Intuit made up 0.16% of Clear Perspective Advisors's portfolio in Q4 2021, its #98 holding.
Clear Perspective Advisors first reported a position in Intuit in Q2 2020 and has held it in 7 quarters since.
Clear Perspective Advisors's Intuit position peaked at $592K in Q3 2021.
1,667 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.