CWA
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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 – 364
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return