Personal Capital Advisors’s Intuit INTU Stock Holding History

Personal Capital 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 Q4	$2M	Buy	5,142 +521	+11%	+$207K	0.01%	214
2022 Q3	$1.79M	Buy	4,621 +458	+11%	+$198K	0.01%	210
2022 Q2	$1.6M	Sell	4,163 -504	-11%	-$209K	0.01%	216
2022 Q1	$2.24M	Sell	4,667 -11	-0.2%	-$5.63K	0.01%	213
2021 Q4	$3M	Sell	4,678 -76	-2%	-$46.9K	0.01%	215
2021 Q3	$2.56M	Buy	4,754 +873	+22%	+$470K	0.01%	215
2021 Q2	$1.9M	Buy	3,881 +98	+3%	+$42.5K	0.01%	226
2021 Q1	$1.45M	Sell	3,783 -152	-4%	-$58.5K	0.01%	238
2020 Q4	$1.5M	Buy	3,935 +2,258	+135%	+$793K	0.01%	234
2020 Q3	$547K	Buy	1,677 +217	+15%	+$67.9K	﹤0.01%	274
2020 Q2	$432K	Sell	1,460 -9	-0.6%	-$2.47K	﹤0.01%	263
2020 Q1	$338K	Buy	+1,469	New	+$398K	﹤0.01%	275

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return