Intersect Capital’s Intuit INTU Stock Holding History

Intersect Capital’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	$610K	Sell	1,583 -107	-6%	-$44.3K	0.18%	114
2022 Q1	$813K	Sell	1,690 -63	-4%	-$32.3K	0.16%	133
2021 Q4	$1.13M	Buy	1,753 +122	+7%	+$75.3K	0.21%	95
2021 Q3	$880K	Buy	1,631 +219	+16%	+$118K	0.15%	115
2021 Q2	$692K	Buy	1,412 +37	+3%	+$16K	0.12%	140
2021 Q1	$527K	Buy	1,375 +18	+1%	+$6.93K	0.11%	156
2020 Q4	$515K	Buy	1,357 +54	+4%	+$19K	0.11%	132
2020 Q3	$425K	Buy	+1,303	New	+$408K	0.11%	132
2015 Q2	–	Sell	-845	Closed	-$85K	–	226
2015 Q1	$85K	Sell	845 -306	-27%	-$28.4K	0.07%	131
2014 Q4	$106K	Buy	+1,151	New	+$102K	0.09%	121

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

Intersect Capital's INTU Position: Q2 2022 in Review

Intersect Capital reduced its Intuit (INTU) stake by 6.3% in Q2 2022, selling an estimated $44.3K and leaving 1,583 shares worth $610K. The position accounts for 0.18% of the portfolio, ranked #114.

Intersect Capital first reported a position in INTU in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2021. 1,499 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

Intersect Capital held 1,583 shares of Intuit worth $610K as of Q2 2022.
Intersect Capital sold 107 Intuit shares in Q2 2022, an estimated $44.3K.
Intuit made up 0.18% of Intersect Capital's portfolio in Q2 2022, its #114 holding.
Intersect Capital first reported a position in Intuit in Q4 2014 and has held it in 10 quarters since.
Intersect Capital's Intuit position peaked at $1.13M in Q4 2021.
1,499 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.