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Laurel Wealth Advisors (California)’s Intuit INTU Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$369K Sell
947
-175
-16% -$69.4K 0.04% 436
2022
Q3 		$434K Sell
1,122
-80
-7% -$34.6K 0.05% 373
2022
Q2 		$463K Sell
1,202
-65
-5% -$26.9K 0.05% 378
2022
Q1 		$609K Sell
1,267
-115
-8% -$58.9K 0.05% 360
2021
Q4 		$889K Buy
+1,382
New +$853K 0.07% 290

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s INTU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Intuit (INTU) stake by 16% in Q4 2022, selling an estimated $69.4K and leaving 947 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #436.

Laurel Wealth Advisors (California) first reported a position in INTU in Q4 2021 and has held it in 5 quarters since. The position peaked at $889K in Q4 2021. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Laurel Wealth Advisors (California) held 947 shares of Intuit worth $369K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 175 Intuit shares in Q4 2022, an estimated $69.4K.
  • Intuit made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #436 holding.
  • Laurel Wealth Advisors (California) first reported a position in Intuit in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Intuit position peaked at $889K in Q4 2021.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.