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Marotta Asset Management’s Intuit INTU Stock Holding History

Marotta Asset Management’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
-471
Closed -$303K – 116
2021
Q4 		$303K Sell
471
-41
-8% -$25.3K 0.07% 86
2021
Q3 		$276K Hold
512
– – 0.07% 85
2021
Q2 		$251K Buy
+512
New +$222K 0.06% 88

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marotta Asset Management's INTU Position: Q1 2022 in Review

Marotta Asset Management sold out of Intuit (INTU) in Q1 2022, closing a stake of 471 shares — an estimated $303K sold.

Marotta Asset Management first reported a position in INTU in Q2 2021 and held it in 3 quarters. The position peaked at $303K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Marotta Asset Management reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Marotta Asset Management sold 471 Intuit shares in Q1 2022, an estimated $303K.
  • Marotta Asset Management first reported a position in Intuit in Q2 2021 and held it in 3 quarters.
  • Marotta Asset Management's Intuit position peaked at $303K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Marotta Asset Management's 13F filing for Q1 2022, filed 8 Apr 2022.