Financial Architects (New Jersey)’s Intuit INTU Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$284K	Hold	619	–	–	0.04%	270
2023 Q1	$276K	Sell	619 -102	-14%	-$41.9K	0.04%	270
2022 Q4	$281K	Sell	721 -1	-0.1%	-$397	0.05%	271
2022 Q3	$280K	Buy	+722	New	+$312K	0.05%	258
2022 Q2	–	Sell	-682	Closed	-$328K	–	132
2022 Q1	$328K	Buy	682 +1	+0.1%	+$512	0.05%	254
2021 Q4	$438K	Buy	681 +64	+10%	+$39.5K	0.06%	220
2021 Q3	$333K	Hold	617	–	–	0.05%	249
2021 Q2	$302K	Hold	617	–	–	0.04%	269
2021 Q1	$236K	Hold	617	–	–	0.04%	293
2020 Q4	$234K	Hold	617	–	–	0.04%	265
2020 Q3	$201K	Hold	617	–	–	0.04%	263
2020 Q2	$183K	Hold	617	–	–	0.04%	257
2020 Q1	$142K	Hold	617	–	–	0.04%	262
2019 Q4	$162K	Hold	617	–	–	0.04%	266
2019 Q3	$164K	Hold	617	–	–	0.04%	259
2019 Q2	$161K	Hold	617	–	–	0.03%	289
2019 Q1	$161K	Hold	617	–	–	0.03%	350
2018 Q4	$121K	Hold	617	–	–	0.02%	358
2018 Q3	$140K	Hold	617	–	–	0.02%	378
2018 Q2	$126K	Buy	617 +17	+3%	+$3.26K	0.02%	366
2018 Q1	$104K	Hold	600	–	–	0.02%	447
2017 Q4	$95K	Hold	600	–	–	0.02%	504
2017 Q3	$85K	Hold	600	–	–	0.02%	534
2017 Q2	$80K	Hold	600	–	–	0.01%	538
2017 Q1	$70K	Sell	600 -19	-3%	-$2.28K	0.01%	562
2016 Q4	$71K	Sell	619 -57	-8%	-$6.38K	0.02%	475
2016 Q3	$74K	Sell	676 -25	-4%	-$2.8K	0.02%	467
2016 Q2	$78K	Sell	701 -68	-9%	-$7.11K	0.02%	427
2016 Q1	$80K	Buy	+769	New	+$74.3K	0.03%	322
2015 Q3	–	Sell	-600	Closed	-$60K	–	544
2015 Q2	$60K	Hold	600	–	–	0.02%	404
2015 Q1	$58K	Hold	600	–	–	0.02%	380
2014 Q4	$55K	Buy	+600	New	+$53.4K	0.02%	333

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Financial Architects (New Jersey)'s INTU Position: Q2 2023 in Review

Financial Architects (New Jersey) held its Intuit (INTU) position steady in Q2 2023 at 619 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #270.

Financial Architects (New Jersey) first reported a position in INTU in Q4 2014 and has held it in 32 quarters since. The position peaked at $438K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

Financial Architects (New Jersey) held 619 shares of Intuit worth $284K as of Q2 2023.
Financial Architects (New Jersey) left its Intuit share count unchanged in Q2 2023.
Intuit made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #270 holding.
Financial Architects (New Jersey) first reported a position in Intuit in Q4 2014 and has held it in 32 quarters since.
Financial Architects (New Jersey)'s Intuit position peaked at $438K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.