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Crestone Asset Management’s Intuit INTU Stock Holding History

Crestone Asset Management’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
-559
Closed -$269K – 88
2022
Q1 		$269K Sell
559
-4
-0.7% -$2.05K 0.06% 74
2021
Q4 		$362K Sell
563
-283
-33% -$175K 0.07% 68
2021
Q3 		$456K Sell
846
-469
-36% -$253K 0.1% 61
2021
Q2 		$645K Sell
1,315
-637
-33% -$276K 0.14% 49
2021
Q1 		$748K Sell
1,952
-590
-23% -$227K 0.19% 38
2020
Q4 		$966K Buy
+2,542
New +$893K 0.26% 33

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crestone Asset Management's INTU Position: Q2 2022 in Review

Crestone Asset Management sold out of Intuit (INTU) in Q2 2022, closing a stake of 559 shares — an estimated $269K sold.

Crestone Asset Management first reported a position in INTU in Q4 2020 and held it in 6 quarters. The position peaked at $966K in Q4 2020. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Crestone Asset Management reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Crestone Asset Management sold 559 Intuit shares in Q2 2022, an estimated $269K.
  • Crestone Asset Management first reported a position in Intuit in Q4 2020 and held it in 6 quarters.
  • Crestone Asset Management's Intuit position peaked at $966K in Q4 2020.
  • 1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Crestone Asset Management's 13F filing for Q2 2022, filed 2 Aug 2022.