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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
2018
Q4 		– Sell
-900
Closed -$205K – 1409
2018
Q3 		$205K Buy
+900
New +$193K 0.03% 305
2017
Q3 		– Sell
-500
Closed -$66K – 1535
2017
Q2 		$66K Buy
+500
New +$64.8K 0.01% 585

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
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.