Heritage Financial Services’s Intuit INTU Stock Holding History

Heritage Financial Services’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	–	Sell	-10	Closed	-$3K	–	261
2022 Q2	$3K	Buy	+10	New	+$4.14K	﹤0.01%	393

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

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

NHC

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

Heritage Financial Services's INTU Position: Q3 2022 in Review

Heritage Financial Services sold out of Intuit (INTU) in Q3 2022, closing a stake of 10 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in INTU in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

Heritage Financial Services reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 10 Intuit shares in Q3 2022, an estimated $3K.
Heritage Financial Services first reported a position in Intuit in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Intuit position peaked at $3K in Q2 2022.
1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.