Freedom Wealth Alliance’s Intuit INTU Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-87	Closed	-$33.9K	–	249
2022 Q4	$33.9K	Buy	+87	New	+$34.5K	0.05%	146

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Freedom Wealth Alliance's INTU Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Intuit (INTU) in Q1 2023, closing a stake of 87 shares — an estimated $33.9K sold.

Freedom Wealth Alliance first reported a position in INTU in Q4 2022 and held it in 1 quarter. The position peaked at $33.9K in Q4 2022. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

Freedom Wealth Alliance reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 87 Intuit shares in Q1 2023, an estimated $33.9K.
Freedom Wealth Alliance first reported a position in Intuit in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Intuit position peaked at $33.9K in Q4 2022.
1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.