FSC Wealth Advisors’s Intuit INTU Stock Holding History

FSC Wealth Advisors’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 Q4	–	Sell	-9	Closed	-$3K	–	195
2022 Q3	$3K	Hold	9	–	–	0.03%	167
2022 Q2	$3K	Buy	+9	New	+$3.73K	0.03%	167

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSC Wealth Advisors's INTU Position: Q4 2022 in Review

FSC Wealth Advisors sold out of Intuit (INTU) in Q4 2022, closing a stake of 9 shares — an estimated $3K sold.

FSC Wealth Advisors first reported a position in INTU in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

FSC Wealth Advisors reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
FSC Wealth Advisors sold 9 Intuit shares in Q4 2022, an estimated $3K.
FSC Wealth Advisors first reported a position in Intuit in Q2 2022 and held it in 2 quarters.
FSC Wealth Advisors's Intuit position peaked at $3K in Q3 2022.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.