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MinichMacGregor Wealth Management’s Intuit INTU Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-109
Closed -$42.4K – 345
2022
Q4 		$42.4K Buy
+109
New +$43.2K 0.02% 202
2018
Q4 		– Sell
-40
Closed -$9K – 283
2018
Q3 		$9K Hold
40
– – 0.01% 325
2018
Q2 		$8K Hold
40
– – 0.01% 335
2018
Q1 		$6K Hold
40
– – ﹤0.01% 355
2017
Q4 		$6K Hold
40
– – ﹤0.01% 350
2017
Q3 		$5K Hold
40
– – ﹤0.01% 346
2017
Q2 		$5K Buy
+40
New +$5.19K ﹤0.01% 348

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

MinichMacGregor Wealth Management's INTU Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Intuit (INTU) in Q1 2023, closing a stake of 109 shares — an estimated $42.4K sold.

MinichMacGregor Wealth Management first reported a position in INTU in Q2 2017 and held it in 7 quarters. The position peaked at $42.4K in Q4 2022. 1,611 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 109 Intuit shares in Q1 2023, an estimated $42.4K.
  • MinichMacGregor Wealth Management first reported a position in Intuit in Q2 2017 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's Intuit position peaked at $42.4K in Q4 2022.
  • 1,611 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.