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Core Wealth Advisors (Florida)’s Intuit INTU Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-2,450
Closed -$1.18M – 228
2022
Q1 		$1.18M Buy
+2,450
New +$1.25M 0.66% 17

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Core Wealth Advisors (Florida)'s INTU Position: Q2 2022 in Review

Core Wealth Advisors (Florida) sold out of Intuit (INTU) in Q2 2022, closing a stake of 2,450 shares — an estimated $1.18M sold.

Core Wealth Advisors (Florida) first reported a position in INTU in Q1 2022 and held it in 1 quarter. The position peaked at $1.18M in Q1 2022. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Core Wealth Advisors (Florida) reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 2,450 Intuit shares in Q2 2022, an estimated $1.18M.
  • Core Wealth Advisors (Florida) first reported a position in Intuit in Q1 2022 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Intuit position peaked at $1.18M in Q1 2022.
  • 1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2022, filed 12 Aug 2022.