FFA
INTU icon

Freedman Financial Associates’s Intuit INTU Stock Holding History

Freedman Financial Associates’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 		– Sell
-287
Closed -$145K – 197
2022
Q1 		$145K Hold
287
– – 0.1% 97
2021
Q4 		$185K Hold
287
– – 0.13% 81
2021
Q3 		$155K Hold
287
– – 0.11% 83
2021
Q2 		$141K Hold
287
– – 0.11% 87
2021
Q1 		$110K Hold
287
– – 0.09% 98
2020
Q4 		$109K Buy
+287
New +$101K 0.1% 87

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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedman Financial Associates's INTU Position: Q2 2022 in Review

Freedman Financial Associates sold out of Intuit (INTU) in Q2 2022, closing a stake of 287 shares — an estimated $145K sold.

Freedman Financial Associates first reported a position in INTU in Q4 2020 and held it in 6 quarters. The position peaked at $185K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Freedman Financial Associates reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 287 Intuit shares in Q2 2022, an estimated $145K.
  • Freedman Financial Associates first reported a position in Intuit in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Intuit position peaked at $185K in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.