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M Holdings Securities’s Intuit INTU Stock Holding History

M Holdings Securities’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
Q1 		– Sell
-521
Closed -$214K – 526
2022
Q4 		$203K Sell
521
-212
-29% -$84.1K 0.02% 420
2022
Q3 		$284K Buy
733
+153
+26% +$66.1K 0.03% 331
2022
Q2 		$224K Sell
580
-14
-2% -$5.8K 0.02% 388
2022
Q1 		$286K Buy
+594
New +$304K 0.02% 402

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
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

M Holdings Securities's INTU Position: Q1 2023 in Review

M Holdings Securities sold out of Intuit (INTU) in Q1 2023, closing a stake of 521 shares — an estimated $214K sold.

M Holdings Securities first reported a position in INTU in Q1 2022 and held it in 4 quarters. The position peaked at $286K in Q1 2022. 1,611 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • M Holdings Securities reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
  • M Holdings Securities sold 521 Intuit shares in Q1 2023, an estimated $214K.
  • M Holdings Securities first reported a position in Intuit in Q1 2022 and held it in 4 quarters.
  • M Holdings Securities's Intuit position peaked at $286K in Q1 2022.
  • 1,611 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.