Lenox Wealth Advisors’s Intuit INTU Stock Holding History

Lenox Wealth Advisors’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	$3K	Sell	7 -3	-30%	-$1.54K	﹤0.01%	605
2021 Q4	$6K	Buy	10 +8	+400%	+$4.94K	﹤0.01%	574
2021 Q3	$1K	Buy	+2	New	+$1.08K	﹤0.01%	676
2020 Q2	–	Sell	-4	Closed	-$1K	–	690
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	696
2019 Q4	$1K	Buy	+4	New	+$1.05K	﹤0.01%	682
2018 Q3	–	Sell	-96	Closed	-$20K	–	464
2018 Q2	$20K	Sell	96 -31	-24%	-$5.95K	﹤0.01%	258
2018 Q1	$22K	Buy	127 +96	+310%	+$16.2K	0.01%	262
2017 Q4	$5K	Buy	+31	New	+$4.72K	﹤0.01%	221
2013 Q3	–	Sell	-130	Closed	-$8K	–	273
2013 Q2	$8K	Buy	+130	New	+$7.86K	0.01%	129

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

Lenox Wealth Advisors's INTU Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Intuit (INTU) stake by 30% in Q1 2022, selling an estimated $1.54K and leaving 7 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Lenox Wealth Advisors first reported a position in INTU in Q2 2013 and has held it in 9 quarters since. The position peaked at $22K in Q1 2018. 1,555 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

Lenox Wealth Advisors held 7 shares of Intuit worth $3K as of Q1 2022.
Lenox Wealth Advisors sold 3 Intuit shares in Q1 2022, an estimated $1.54K.
Intuit made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #605 holding.
Lenox Wealth Advisors first reported a position in Intuit in Q2 2013 and has held it in 9 quarters since.
Lenox Wealth Advisors's Intuit position peaked at $22K in Q1 2018.
1,555 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.