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Curi Wealth Management’s Intuit INTU Stock Holding History

Curi Wealth 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
Q3 		– Sell
-21
Closed -$8K – 432
2022
Q2 		$8K Buy
21
+13
+163% +$5.38K ﹤0.01% 406
2022
Q1 		$3K Sell
8
-3
-27% -$1.54K ﹤0.01% 440
2021
Q4 		$7K Buy
+11
New +$6.79K ﹤0.01% 350
2021
Q1 		– Sell
-8
Closed -$3K – 278
2020
Q4 		$3K Buy
+8
New +$2.81K ﹤0.01% 320

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Curi Wealth Management's INTU Position: Q3 2022 in Review

Curi Wealth Management sold out of Intuit (INTU) in Q3 2022, closing a stake of 21 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in INTU in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Curi Wealth Management reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 21 Intuit shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in Intuit in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Intuit position peaked at $8K in Q2 2022.
  • 1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.