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

Kore Private Wealth's INTU Position: Q4 2021 in Review

Kore Private Wealth sold out of Intuit (INTU) in Q4 2021, closing a stake of 1,685 shares — an estimated $909K sold.

Kore Private Wealth first reported a position in INTU in Q4 2018 and held it in 10 quarters. The position peaked at $909K in Q3 2021. 1,665 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

  • Kore Private Wealth reported no remaining Intuit position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 1,685 Intuit shares in Q4 2021, an estimated $909K.
  • Kore Private Wealth first reported a position in Intuit in Q4 2018 and held it in 10 quarters.
  • Kore Private Wealth's Intuit position peaked at $909K in Q3 2021.
  • 1,665 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.