Column Capital Advisors’s Intuit INTU Stock Holding History

Column Capital 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	$8.69K	Sell	17 -2	-11%	-$1.01K	﹤0.01%	537
2023 Q2	$8.71K	Sell	19 -527	-97%	-$231K	﹤0.01%	551
2023 Q1	$243K	Sell	546 -167	-23%	-$68.6K	0.04%	124
2022 Q4	$278K	Hold	713	–	–	0.05%	98
2022 Q3	$276K	Hold	713	–	–	0.06%	90
2022 Q2	$275K	Sell	713 -193	-21%	-$79.9K	0.05%	87
2022 Q1	$436K	Sell	906 -9	-1%	-$4.61K	0.08%	73
2021 Q4	$589K	Sell	915 -206	-18%	-$127K	0.11%	66
2021 Q3	$605K	Sell	1,121 -28	-2%	-$15.1K	0.13%	58
2021 Q2	$563K	Sell	1,149 -24	-2%	-$10.4K	0.12%	63
2021 Q1	$449K	Sell	1,173 -111	-9%	-$42.7K	0.1%	70
2020 Q4	$488K	Sell	1,284 -22	-2%	-$7.73K	0.12%	59
2020 Q3	$426K	Sell	1,306 -225	-15%	-$70.4K	0.13%	56
2020 Q2	$453K	Buy	1,531 +3	+0.2%	+$823	0.15%	52
2020 Q1	$351K	Sell	1,528 -64	-4%	-$17.3K	0.14%	52
2019 Q4	$416K	Buy	+1,592	New	+$416K	0.21%	47

Other funds holding INTU

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

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T 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 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 New York $871B AUM 31.28% 1-Year Est. Return