KPW
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Kore Private Wealth’s Intuit INTU Stock Holding History

Kore Private Wealth’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 		– Sell
-1,685
Closed -$909K – 385
2021
Q3 		$909K Buy
1,685
+163
+11% +$87.8K 0.1% 160
2021
Q2 		$746K Buy
1,522
+592
+64% +$257K 0.08% 175
2021
Q1 		$356K Buy
930
+95
+11% +$36.6K 0.05% 242
2020
Q4 		$317K Buy
835
+185
+28% +$65K 0.05% 222
2020
Q3 		$212K Sell
650
-61
-9% -$19.1K 0.04% 243
2020
Q2 		$210K Buy
711
+29
+4% +$7.96K 0.04% 223
2020
Q1 		$157K Buy
682
+31
+5% +$8.39K 0.04% 236
2019
Q4 		$171K Buy
+651
New +$170K 0.03% 271
2019
Q2 		– Sell
-72
Closed -$19K – 507
2019
Q1 		$19K Buy
72
+48
+200% +$11.1K ﹤0.01% 512
2018
Q4 		$5K Buy
+24
New +$4.99K ﹤0.01% 676

Other funds holding INTU

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return