Highland Private Wealth Management’s Intuit INTU Stock Holding History

Highland Private 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 Q4	–	Sell	-965	Closed	-$374K	–	76
2022 Q3	$374K	Buy	965 +155	+19%	+$67K	0.06%	110
2022 Q2	$313K	Sell	810 -35	-4%	-$14.5K	0.05%	121
2022 Q1	$406K	Buy	845 +54	+7%	+$27.7K	0.05%	110
2021 Q4	$509K	Buy	791 +42	+6%	+$25.9K	0.06%	94
2021 Q3	$404K	Buy	749 +32	+4%	+$17.2K	0.06%	110
2021 Q2	$351K	Buy	717 +11	+2%	+$4.77K	0.05%	113
2021 Q1	$271K	Buy	706 +10	+1%	+$3.85K	0.04%	124
2020 Q4	$264K	Buy	696 +31	+5%	+$10.9K	0.05%	120
2020 Q3	$216K	Buy	+665	New	+$208K	0.04%	122
2020 Q1	–	Sell	-801	Closed	-$210K	–	124
2019 Q4	$210K	Buy	801 +23	+3%	+$6.01K	0.05%	120
2019 Q3	$207K	Buy	778 +3	+0.4%	+$825	0.06%	112
2019 Q2	$203K	Buy	775 +9	+1%	+$2.29K	0.06%	118
2019 Q1	$201K	Buy	+766	New	+$177K	0.06%	115

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

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

Highland Private Wealth Management's INTU Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Intuit (INTU) in Q4 2022, closing a stake of 965 shares — an estimated $374K sold.

Highland Private Wealth Management first reported a position in INTU in Q1 2019 and held it in 13 quarters. The position peaked at $509K in Q4 2021. 1,560 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

Highland Private Wealth Management reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 965 Intuit shares in Q4 2022, an estimated $374K.
Highland Private Wealth Management first reported a position in Intuit in Q1 2019 and held it in 13 quarters.
Highland Private Wealth Management's Intuit position peaked at $509K in Q4 2021.
1,560 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.