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Edge Wealth Management’s Intuit INTU Stock Holding History

Edge 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
Q1 		– Sell
-15
Closed -$10K – 261
2021
Q4 		$10K Hold
15
– – ﹤0.01% 296
2021
Q3 		$8K Hold
15
– – ﹤0.01% 320
2021
Q2 		$7K Hold
15
– – ﹤0.01% 325
2021
Q1 		$6K Buy
+15
New +$5.78K ﹤0.01% 324

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Wealth Management's INTU Position: Q1 2022 in Review

Edge Wealth Management sold out of Intuit (INTU) in Q1 2022, closing a stake of 15 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in INTU in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Edge Wealth Management reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 15 Intuit shares in Q1 2022, an estimated $10K.
  • Edge Wealth Management first reported a position in Intuit in Q1 2021 and held it in 4 quarters.
  • Edge Wealth Management's Intuit position peaked at $10K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.