Frontier Wealth Management’s Intuit INTU Stock Holding History

Frontier Wealth Management’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	$256K	Buy	663 +50	+8%	+$20.7K	0.02%	322
2022 Q1	$283K	Sell	613 -19	-3%	-$9.73K	﹤0.01%	314
2021 Q4	$407K	Hold	632	–	–	0.03%	290
2021 Q3	$341K	Sell	632 -16	-2%	-$8.62K	0.02%	309
2021 Q2	$318K	Sell	648 -20	-3%	-$8.67K	0.02%	325
2021 Q1	$256K	Hold	668	–	–	0.02%	334
2020 Q4	$254K	Hold	668	–	–	0.02%	318
2020 Q3	$218K	Buy	+668	New	+$209K	0.02%	328

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Frontier Wealth Management's INTU Position: Q2 2022 in Review

Frontier Wealth Management increased its Intuit (INTU) stake by 8.2% in Q2 2022, buying an estimated $20.7K and bringing the position to 663 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #322.

Frontier Wealth Management first reported a position in INTU in Q3 2020 and has held it in 8 quarters since. The position peaked at $407K in Q4 2021. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

Frontier Wealth Management held 663 shares of Intuit worth $256K as of Q2 2022.
Frontier Wealth Management bought 50 Intuit shares in Q2 2022, an estimated $20.7K.
Intuit made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #322 holding.
Frontier Wealth Management first reported a position in Intuit in Q3 2020 and has held it in 8 quarters since.
Frontier Wealth Management's Intuit position peaked at $407K in Q4 2021.
1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.