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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal Capital Advisors's INTU Position: Q4 2022 in Review

Personal Capital Advisors increased its Intuit (INTU) stake by 11% in Q4 2022, buying an estimated $207K and bringing the position to 5,142 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #214.

Personal Capital Advisors first reported a position in INTU in Q1 2020 and has held it in 12 quarters since. The position peaked at $3M in Q4 2021. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

Personal Capital Advisors held 5,142 shares of Intuit worth $2M as of Q4 2022.
Personal Capital Advisors bought 521 Intuit shares in Q4 2022, an estimated $207K.
Intuit made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #214 holding.
Personal Capital Advisors first reported a position in Intuit in Q1 2020 and has held it in 12 quarters since.
Personal Capital Advisors's Intuit position peaked at $3M in Q4 2021.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.