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 Q2	–	Sell	-1,372	Closed	-$612K	–	321
2023 Q1	$612K	Buy	+1,372	New	+$563K	0.06%	220

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.