Lumature Wealth Partners’s Intuit INTU Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$67.4K	Sell	147 -1	-0.7%	-$438	0.04%	210
2023 Q1	$66K	Sell	148 -7	-5%	-$2.87K	0.04%	207
2022 Q4	$60.3K	Sell	155 -15	-9%	-$5.95K	0.03%	209
2022 Q3	$66K	Sell	170 -10	-6%	-$4.32K	0.04%	215
2022 Q2	$69K	Sell	180 -1,545	-90%	-$640K	0.03%	218
2022 Q1	$830K	Sell	1,725 -136	-7%	-$69.6K	0.33%	65
2021 Q4	$1.2M	Buy	1,861 +62	+3%	+$38.3K	0.47%	46
2021 Q3	$971K	Buy	1,799 +53	+3%	+$28.6K	0.4%	53
2021 Q2	$856K	Buy	1,746 +100	+6%	+$43.4K	0.35%	58
2021 Q1	$631K	Buy	+1,646	New	+$634K	0.33%	65

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lumature Wealth Partners's INTU Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Intuit (INTU) stake by 0.68% in Q2 2023, selling an estimated $438 and leaving 147 shares worth $67.4K. The position accounts for 0.04% of the portfolio, ranked #210.

Lumature Wealth Partners first reported a position in INTU in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

Lumature Wealth Partners held 147 shares of Intuit worth $67.4K as of Q2 2023.
Lumature Wealth Partners sold 1 Intuit share in Q2 2023, an estimated $438.
Intuit made up 0.04% of Lumature Wealth Partners's portfolio in Q2 2023, its #210 holding.
Lumature Wealth Partners first reported a position in Intuit in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Intuit position peaked at $1.2M in Q4 2021.
1,668 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.