Johanson Financial Advisors’s Intuit INTU Stock Holding History

Johanson Financial Advisors’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
2021 Q4	$371K	Buy	576 +11	+2%	+$6.79K	0.11%	99
2021 Q3	$305K	Buy	565 +1	+0.2%	+$539	0.11%	97
2021 Q2	$284K	Hold	564	–	–	0.1%	98
2021 Q1	$232K	Buy	564 +1	+0.2%	+$385	0.08%	101
2020 Q4	$214K	Buy	+563	New	+$198K	0.09%	103
2020 Q1	–	Sell	-770	Closed	-$202K	–	166
2019 Q4	$202K	Sell	770 -19	-2%	-$4.97K	0.09%	104
2019 Q3	$210K	Buy	789 +1	+0.1%	+$275	0.11%	95
2019 Q2	$206K	Buy	+788	New	+$200K	0.11%	99

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NHC

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Johanson Financial Advisors's INTU Position: Q4 2021 in Review

Johanson Financial Advisors increased its Intuit (INTU) stake by 1.9% in Q4 2021, buying an estimated $6.79K and bringing the position to 576 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #99.

Johanson Financial Advisors first reported a position in INTU in Q2 2019 and has held it in 8 quarters since. 1,665 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

Johanson Financial Advisors held 576 shares of Intuit worth $371K as of Q4 2021.
Johanson Financial Advisors bought 11 Intuit shares in Q4 2021, an estimated $6.79K.
Intuit made up 0.11% of Johanson Financial Advisors's portfolio in Q4 2021, its #99 holding.
Johanson Financial Advisors first reported a position in Intuit in Q2 2019 and has held it in 8 quarters since.
1,665 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.