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Peterson Wealth Management’s Intuit INTU Stock Holding History

Peterson 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
2023
Q3 		– Sell
-547
Closed -$251K – 65
2023
Q2 		$251K Sell
547
-6
-1% -$2.63K 0.2% 61
2023
Q1 		$247K Hold
553
– – 0.24% 55
2022
Q4 		$215K Buy
+553
New +$219K 0.22% 54

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peterson Wealth Management's INTU Position: Q3 2023 in Review

Peterson Wealth Management sold out of Intuit (INTU) in Q3 2023, closing a stake of 547 shares — an estimated $251K sold.

Peterson Wealth Management first reported a position in INTU in Q4 2022 and held it in 3 quarters. The position peaked at $251K in Q2 2023. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Peterson Wealth Management reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • Peterson Wealth Management sold 547 Intuit shares in Q3 2023, an estimated $251K.
  • Peterson Wealth Management first reported a position in Intuit in Q4 2022 and held it in 3 quarters.
  • Peterson Wealth Management's Intuit position peaked at $251K in Q2 2023.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Peterson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.