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Parisi Gray Wealth Management’s Intuit INTU Stock Holding History

Parisi Gray 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
2021
Q3 		– Sell
-54
Closed -$27K – 325
2021
Q2 		$27K Buy
+54
New +$23.4K 0.01% 343
2019
Q2 		– Sell
-218
Closed -$57K – 266
2019
Q1 		$57K Hold
218
– – 0.04% 205
2018
Q4 		$43K Hold
218
– – 0.03% 222
2018
Q3 		$49K Sell
218
-516
-70% -$111K 0.03% 230
2018
Q2 		$153K Hold
734
– – 0.1% 113
2018
Q1 		$125K Sell
734
-65
-8% -$10.9K 0.1% 122
2017
Q4 		$127K Buy
+799
New +$122K 0.09% 121

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parisi Gray Wealth Management's INTU Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Intuit (INTU) in Q3 2021, closing a stake of 54 shares — an estimated $27K sold.

Parisi Gray Wealth Management first reported a position in INTU in Q4 2017 and held it in 7 quarters. The position peaked at $153K in Q2 2018. 1,444 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Intuit position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 54 Intuit shares in Q3 2021, an estimated $27K.
  • Parisi Gray Wealth Management first reported a position in Intuit in Q4 2017 and held it in 7 quarters.
  • Parisi Gray Wealth Management's Intuit position peaked at $153K in Q2 2018.
  • 1,444 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.