Copperwynd Financial’s Intuit INTU Stock Holding History

Copperwynd Financial’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
2022 Q1	–	Sell	-387	Closed	-$249K	–	124
2021 Q4	$249K	Buy	+387	New	+$239K	0.09%	108

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Copperwynd Financial's INTU Position: Q1 2022 in Review

Copperwynd Financial sold out of Intuit (INTU) in Q1 2022, closing a stake of 387 shares — an estimated $249K sold.

Copperwynd Financial first reported a position in INTU in Q4 2021 and held it in 1 quarter. The position peaked at $249K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

Copperwynd Financial reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
Copperwynd Financial sold 387 Intuit shares in Q1 2022, an estimated $249K.
Copperwynd Financial first reported a position in Intuit in Q4 2021 and held it in 1 quarter.
Copperwynd Financial's Intuit position peaked at $249K in Q4 2021.
1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Copperwynd Financial's 13F filing for Q1 2022, filed 21 Apr 2022.