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Next Financial Group’s Intuit INTU Stock Holding History

Next Financial Group’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
2021
Q4 		$2.77M Sell
4,301
-11
-0.3% -$6.79K 0.18% 122
2021
Q3 		$2.33M Buy
4,312
+2,932
+212% +$1.58M 0.18% 129
2021
Q2 		$677K Sell
1,380
-45
-3% -$19.5K 0.05% 364
2021
Q1 		$546K Sell
1,425
-94
-6% -$36.2K 0.05% 391
2020
Q4 		$577K Buy
1,519
+33
+2% +$11.6K 0.06% 336
2020
Q3 		$484K Buy
1,486
+314
+27% +$98.2K 0.05% 339
2020
Q2 		$347K Sell
1,172
-132
-10% -$36.2K 0.04% 375
2020
Q1 		$300K Sell
1,304
-16
-1% -$4.33K 0.04% 414
2019
Q4 		$346K Buy
1,320
+38
+3% +$9.94K 0.04% 475
2019
Q3 		$341K Buy
1,282
+553
+76% +$152K 0.04% 456
2019
Q2 		$191K Buy
+729
New +$185K 0.02% 684
2019
Q1 		– Sell
-133
Closed -$26K – 1866
2018
Q4 		$26K Buy
+133
New +$27.7K 0.01% 1010
2017
Q4 		– Sell
-162
Closed -$24K – 803
2017
Q3 		$24K Sell
162
-10
-6% -$1.38K 0.01% 917
2017
Q2 		$23K Hold
172
– – 0.01% 1024
2017
Q1 		$22K Sell
172
-1,475
-90% -$177K 0.01% 1016
2016
Q4 		$189K Sell
1,647
-135
-8% -$15.1K 0.03% 487
2016
Q3 		$196K Buy
1,782
+1,475
+480% +$165K 0.04% 477
2016
Q2 		$34K Hold
307
– – 0.01% 774
2016
Q1 		$31K Hold
307
– – 0.01% 776
2015
Q4 		$29K Buy
307
+135
+78% +$13.1K 0.01% 798
2015
Q3 		$15K Buy
172
+72
+72% +$6.99K 0.01% 1056
2015
Q2 		$10K Hold
100
– – ﹤0.01% 1260
2015
Q1 		$9K Hold
100
– – ﹤0.01% 1283
2014
Q4 		$9K Sell
100
-54
-35% -$4.8K ﹤0.01% 1281
2014
Q3 		$14K Buy
+154
New +$12.8K ﹤0.01% 1601

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Next Financial Group's INTU Position: Q4 2021 in Review

Next Financial Group reduced its Intuit (INTU) stake by 0.26% in Q4 2021, selling an estimated $6.79K and leaving 4,301 shares worth $2.77M. The position accounts for 0.18% of the portfolio, ranked #122.

Next Financial Group first reported a position in INTU in Q3 2014 and has held it in 25 quarters since. 1,666 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

  • Next Financial Group held 4,301 shares of Intuit worth $2.77M as of Q4 2021.
  • Next Financial Group sold 11 Intuit shares in Q4 2021, an estimated $6.79K.
  • Intuit made up 0.18% of Next Financial Group's portfolio in Q4 2021, its #122 holding.
  • Next Financial Group first reported a position in Intuit in Q3 2014 and has held it in 25 quarters since.
  • 1,666 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.