Kings Point Capital Management’s Intuit INTU Stock Holding History

Kings Point Capital 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 Q1	$358K	Sell	745 -3	-0.4%	-$1.54K	0.03%	154
2021 Q4	$481K	Buy	748 +3	+0.4%	+$1.85K	0.04%	148
2021 Q3	$402K	Hold	745	–	–	0.04%	151
2021 Q2	$365K	Hold	745	–	–	0.03%	160
2021 Q1	$285K	Hold	745	–	–	0.03%	166
2020 Q4	$283K	Hold	745	–	–	0.03%	154
2020 Q3	$243K	Hold	745	–	–	0.03%	156
2020 Q2	$221K	Hold	745	–	–	0.03%	156
2020 Q1	$171K	Buy	745 +200	+37%	+$54.2K	0.03%	170
2019 Q4	$143K	Hold	545	–	–	0.02%	212
2019 Q3	$145K	Hold	545	–	–	0.02%	185
2019 Q2	$142K	Buy	+545	New	+$138K	0.03%	166

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kings Point Capital Management's INTU Position: Q1 2022 in Review

Kings Point Capital Management reduced its Intuit (INTU) stake by 0.4% in Q1 2022, selling an estimated $1.54K and leaving 745 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #154.

Kings Point Capital Management first reported a position in INTU in Q2 2019 and has held it in 12 quarters since. The position peaked at $481K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

Kings Point Capital Management held 745 shares of Intuit worth $358K as of Q1 2022.
Kings Point Capital Management sold 3 Intuit shares in Q1 2022, an estimated $1.54K.
Intuit made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #154 holding.
Kings Point Capital Management first reported a position in Intuit in Q2 2019 and has held it in 12 quarters since.
Kings Point Capital Management's Intuit position peaked at $481K in Q4 2021.
1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.