Fieldpoint Private Securities’s Intuit INTU Stock Holding History

Fieldpoint Private Securities’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	$157K	Buy	408 +219	+116%	+$90.7K	0.05%	288
2022 Q1	$91K	Sell	189 -79	-29%	-$40.5K	0.02%	450
2021 Q4	$172K	Buy	268 +15	+6%	+$9.26K	0.03%	348
2021 Q3	$136K	Sell	253 -42	-14%	-$22.6K	0.03%	365
2021 Q2	$156K	Buy	295 +6	+2%	+$2.6K	0.03%	342
2021 Q1	$111K	Sell	289 -141	-33%	-$54.3K	0.03%	385
2020 Q4	$163K	Buy	+430	New	+$151K	0.04%	314
2017 Q2	–	Sell	-381	Closed	-$44K	–	244
2017 Q1	$44K	Buy	+381	New	+$45.7K	0.03%	205

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fieldpoint Private Securities's INTU Position: Q2 2022 in Review

Fieldpoint Private Securities increased its Intuit (INTU) stake by 116% in Q2 2022, buying an estimated $90.7K and bringing the position to 408 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #288.

Fieldpoint Private Securities first reported a position in INTU in Q1 2017 and has held it in 8 quarters since. The position peaked at $172K in Q4 2021. 1,499 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

Fieldpoint Private Securities held 408 shares of Intuit worth $157K as of Q2 2022.
Fieldpoint Private Securities bought 219 Intuit shares in Q2 2022, an estimated $90.7K.
Intuit made up 0.05% of Fieldpoint Private Securities's portfolio in Q2 2022, its #288 holding.
Fieldpoint Private Securities first reported a position in Intuit in Q1 2017 and has held it in 8 quarters since.
Fieldpoint Private Securities's Intuit position peaked at $172K in Q4 2021.
1,499 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.