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Jackson Wealth Management’s Intuit INTU Stock Holding History

Jackson 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
-1,271
Closed -$492K – 88
2022
Q3 		$492K Buy
+1,271
New +$549K 0.1% 82
2022
Q2 		– Sell
-1,460
Closed -$702K – 106
2022
Q1 		$702K Sell
1,460
-2,581
-64% -$1.32M 0.1% 97
2021
Q4 		$2.6M Buy
+4,041
New +$2.49M 0.33% 78
2021
Q3 		– Sell
-952
Closed -$467K – 103
2021
Q2 		$467K Buy
+952
New +$413K 0.06% 106

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Wealth Management's INTU Position: Q4 2022 in Review

Jackson Wealth Management sold out of Intuit (INTU) in Q4 2022, closing a stake of 1,271 shares — an estimated $492K sold.

Jackson Wealth Management first reported a position in INTU in Q2 2021 and held it in 4 quarters. The position peaked at $2.6M in Q4 2021. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Jackson Wealth Management reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 1,271 Intuit shares in Q4 2022, an estimated $492K.
  • Jackson Wealth Management first reported a position in Intuit in Q2 2021 and held it in 4 quarters.
  • Jackson Wealth Management's Intuit position peaked at $2.6M in Q4 2021.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.