Evolution Wealth Advisors’s Intuit INTU Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-37	Closed	-$20K	–	382
2021 Q3	$20K	Hold	37	–	–	﹤0.01%	314
2021 Q2	$18K	Hold	37	–	–	﹤0.01%	317
2021 Q1	$14K	Hold	37	–	–	﹤0.01%	356
2020 Q4	$14K	Hold	37	–	–	﹤0.01%	313
2020 Q3	$12K	Hold	37	–	–	﹤0.01%	330
2020 Q2	$11K	Buy	+37	New	+$10.2K	﹤0.01%	274
2020 Q1	–	Sell	-43	Closed	-$11K	–	478
2019 Q4	$11K	Buy	43 +6	+16%	+$1.57K	﹤0.01%	285
2019 Q3	$10K	Hold	37	–	–	﹤0.01%	173
2019 Q2	$10K	Buy	+37	New	+$9.4K	﹤0.01%	175

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Evolution Wealth Advisors's INTU Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Intuit (INTU) in Q4 2021, closing a stake of 37 shares — an estimated $20K sold.

Evolution Wealth Advisors first reported a position in INTU in Q2 2019 and held it in 9 quarters. The position peaked at $20K in Q3 2021. 1,665 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

Evolution Wealth Advisors reported no remaining Intuit position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 37 Intuit shares in Q4 2021, an estimated $20K.
Evolution Wealth Advisors first reported a position in Intuit in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Intuit position peaked at $20K in Q3 2021.
1,665 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.