MA Private Wealth’s Intuit INTU Stock Holding History

MA Private Wealth’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	–	Sell	-504	Closed	-$324K	–	89
2021 Q4	$324K	Hold	504	–	–	0.06%	73
2021 Q3	$272K	Hold	504	–	–	0.05%	75
2021 Q2	$247K	Buy	+504	New	+$219K	0.05%	82

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

MA Private Wealth's INTU Position: Q1 2022 in Review

MA Private Wealth sold out of Intuit (INTU) in Q1 2022, closing a stake of 504 shares — an estimated $324K sold.

MA Private Wealth first reported a position in INTU in Q2 2021 and held it in 3 quarters. The position peaked at $324K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

MA Private Wealth reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
MA Private Wealth sold 504 Intuit shares in Q1 2022, an estimated $324K.
MA Private Wealth first reported a position in Intuit in Q2 2021 and held it in 3 quarters.
MA Private Wealth's Intuit position peaked at $324K in Q4 2021.
1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on MA Private Wealth's 13F filing for Q1 2022, filed 4 May 2022.