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FourThought Financial’s Intuit INTU Stock Holding History

FourThought Financial’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
Q3 		$3.89M Buy
10,040
+268
+3% +$116K 0.57% 45
2022
Q2 		$3.77M Sell
9,772
-360
-4% -$149K 0.55% 49
2022
Q1 		$4.88M Sell
10,132
-1,637
-14% -$838K 0.62% 41
2021
Q4 		$7.57M Sell
11,769
-1,878
-14% -$1.16M 0.95% 28
2021
Q3 		$7.36M Sell
13,647
-2,361
-15% -$1.27M 0.98% 27
2021
Q2 		$7.85M Sell
16,008
-97
-0.6% -$42.1K 1.05% 27
2021
Q1 		$6.17M Sell
16,105
-563
-3% -$217K 0.89% 31
2020
Q4 		$6.33M Buy
+16,668
New +$5.85M 1.01% 28

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

FourThought Financial's INTU Position: Q3 2022 in Review

FourThought Financial increased its Intuit (INTU) stake by 2.7% in Q3 2022, buying an estimated $116K and bringing the position to 10,040 shares worth $3.89M. The position accounts for 0.57% of the portfolio, ranked #45.

FourThought Financial first reported a position in INTU in Q4 2020 and has held it in 8 quarters since. The position peaked at $7.85M in Q2 2021. 1,511 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • FourThought Financial held 10,040 shares of Intuit worth $3.89M as of Q3 2022.
  • FourThought Financial bought 268 Intuit shares in Q3 2022, an estimated $116K.
  • Intuit made up 0.57% of FourThought Financial's portfolio in Q3 2022, its #45 holding.
  • FourThought Financial first reported a position in Intuit in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Intuit position peaked at $7.85M in Q2 2021.
  • 1,511 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.