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Moser Wealth Advisors’s Intuit INTU Stock Holding History

Moser Wealth Advisors’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
-3
Closed -$2K – 138
2021
Q4 		$2K Hold
3
– – ﹤0.01% 135
2021
Q3 		$2K Hold
3
– – ﹤0.01% 135
2021
Q2 		$1K Hold
3
– – ﹤0.01% 135
2021
Q1 		$1K Buy
+3
New +$1.16K ﹤0.01% 158

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

Moser Wealth Advisors's INTU Position: Q1 2022 in Review

Moser Wealth Advisors sold out of Intuit (INTU) in Q1 2022, closing a stake of 3 shares — an estimated $2K sold.

Moser Wealth Advisors first reported a position in INTU in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Moser Wealth Advisors reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Moser Wealth Advisors sold 3 Intuit shares in Q1 2022, an estimated $2K.
  • Moser Wealth Advisors first reported a position in Intuit in Q1 2021 and held it in 4 quarters.
  • Moser Wealth Advisors's Intuit position peaked at $2K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Moser Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.