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Intelligent Financial Strategies’s Intuit INTU Stock Holding History

Intelligent Financial Strategies’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 		– Sell
-535
Closed -$257K – 102
2022
Q1 		$257K Sell
535
-5
-0.9% -$2.56K 0.25% 42
2021
Q4 		$347K Buy
+540
New +$333K 0.31% 41

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Intelligent Financial Strategies's INTU Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of Intuit (INTU) in Q2 2022, closing a stake of 535 shares — an estimated $257K sold.

Intelligent Financial Strategies first reported a position in INTU in Q4 2021 and held it in 2 quarters. The position peaked at $347K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 535 Intuit shares in Q2 2022, an estimated $257K.
  • Intelligent Financial Strategies first reported a position in Intuit in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's Intuit position peaked at $347K in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.