JF
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JSF Financial’s Intuit INTU Stock Holding History

JSF Financial’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
Q1 		– Sell
-675
Closed -$434K – 124
2021
Q4 		$434K Buy
675
+19
+3% +$11.7K 0.21% 57
2021
Q3 		$354K Sell
656
-30
-4% -$16.2K 0.18% 66
2021
Q2 		$336K Sell
686
-45
-6% -$19.5K 0.2% 62
2021
Q1 		$280K Sell
731
-25
-3% -$9.63K 0.18% 61
2020
Q4 		$287K Buy
756
+130
+21% +$45.7K 0.2% 55
2020
Q3 		$204K Buy
+626
New +$196K 0.16% 70

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JSF Financial's INTU Position: Q1 2022 in Review

JSF Financial sold out of Intuit (INTU) in Q1 2022, closing a stake of 675 shares — an estimated $434K sold.

JSF Financial first reported a position in INTU in Q3 2020 and held it in 6 quarters. The position peaked at $434K in Q4 2021. 1,553 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • JSF Financial reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • JSF Financial sold 675 Intuit shares in Q1 2022, an estimated $434K.
  • JSF Financial first reported a position in Intuit in Q3 2020 and held it in 6 quarters.
  • JSF Financial's Intuit position peaked at $434K in Q4 2021.
  • 1,553 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on JSF Financial's 13F filing for Q1 2022, filed 12 May 2022.