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Marshall Financial Group (Maryland)’s Intuit INTU Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		– Sell
-2,257
Closed -$1.08M – 201
2022
Q1 		$1.08M Sell
2,257
-33
-1% -$16.9K 0.44% 78
2021
Q4 		$1.47M Buy
2,290
+1,141
+99% +$704K 0.54% 47
2021
Q3 		$620K Sell
1,149
-15
-1% -$8.08K 0.32% 112
2021
Q2 		$571K Sell
1,164
-2,274
-66% -$986K 0.31% 118
2021
Q1 		$1.32M Buy
3,438
+96
+3% +$37K 0.79% 40
2020
Q4 		$1.27M Buy
+3,342
New +$1.17M 0.83% 36

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall Financial Group (Maryland)'s INTU Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Intuit (INTU) in Q2 2022, closing a stake of 2,257 shares — an estimated $1.08M sold.

Marshall Financial Group (Maryland) first reported a position in INTU in Q4 2020 and held it in 6 quarters. The position peaked at $1.47M in Q4 2021. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,257 Intuit shares in Q2 2022, an estimated $1.08M.
  • Marshall Financial Group (Maryland) first reported a position in Intuit in Q4 2020 and held it in 6 quarters.
  • Marshall Financial Group (Maryland)'s Intuit position peaked at $1.47M in Q4 2021.
  • 1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.