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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 $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