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Level Financial Advisors’s Intuit INTU Stock Holding History

Level Financial 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
Q3 		– Sell
-42
Closed -$16K – 287
2022
Q2 		$16K Buy
42
+13
+45% +$5.38K 0.01% 157
2022
Q1 		$14K Hold
29
– – 0.01% 143
2021
Q4 		$19K Buy
+29
New +$17.9K 0.01% 135

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Level Financial Advisors's INTU Position: Q3 2022 in Review

Level Financial Advisors sold out of Intuit (INTU) in Q3 2022, closing a stake of 42 shares — an estimated $16K sold.

Level Financial Advisors first reported a position in INTU in Q4 2021 and held it in 3 quarters. The position peaked at $19K in Q4 2021. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Level Financial Advisors reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 42 Intuit shares in Q3 2022, an estimated $16K.
  • Level Financial Advisors first reported a position in Intuit in Q4 2021 and held it in 3 quarters.
  • Level Financial Advisors's Intuit position peaked at $19K in Q4 2021.
  • 1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.