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Clearview Wealth Advisors’s Intuit INTU Stock Holding History

Clearview Wealth 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
Q3 		– Sell
-17
Closed -$7.84K – 363
2023
Q2 		$7.84K Hold
17
– – 0.01% 389
2023
Q1 		$7.62K Hold
17
– – 0.01% 397
2022
Q4 		$6.64K Hold
17
– – 0.01% 369
2022
Q3 		$7K Sell
17
-59
-78% -$25.5K 0.01% 379
2022
Q2 		$30K Hold
76
– – 0.02% 231
2022
Q1 		$37K Hold
76
– – 0.02% 231
2021
Q4 		$49K Sell
76
-1
-1% -$617 0.03% 232
2021
Q3 		$41K Buy
77
+1
+1% +$539 0.03% 250
2021
Q2 		$37K Hold
76
– – 0.02% 274
2021
Q1 		$29K Hold
76
– – 0.02% 291
2020
Q4 		$29K Buy
+76
New +$26.7K 0.02% 256

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
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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearview Wealth Advisors's INTU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Intuit (INTU) in Q3 2023, closing a stake of 17 shares — an estimated $7.84K sold.

Clearview Wealth Advisors first reported a position in INTU in Q4 2020 and held it in 11 quarters. The position peaked at $49K in Q4 2021. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 17 Intuit shares in Q3 2023, an estimated $7.84K.
  • Clearview Wealth Advisors first reported a position in Intuit in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Intuit position peaked at $49K in Q4 2021.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.