PFS Investments’s Intuit INTU Stock Holding History

PFS Investments’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 Q2	$749K	Buy	1,635 +1,050	+179%	+$460K	0.01%	377
2023 Q1	$261K	Buy	585 +41	+8%	+$16.8K	﹤0.01%	454
2022 Q4	$212K	Sell	544 -42	-7%	-$16.7K	﹤0.01%	426
2022 Q3	$227K	Buy	+586	New	+$253K	﹤0.01%	401
2022 Q1	–	Sell	-403	Closed	-$259K	–	427
2021 Q4	$259K	Buy	+403	New	+$249K	0.01%	380

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 $3.38T AUM 44.17% 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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

PFS Investments's INTU Position: Q2 2023 in Review

PFS Investments increased its Intuit (INTU) stake by 179% in Q2 2023, buying an estimated $460K and bringing the position to 1,635 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #377.

PFS Investments first reported a position in INTU in Q4 2021 and has held it in 5 quarters since. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

PFS Investments held 1,635 shares of Intuit worth $749K as of Q2 2023.
PFS Investments bought 1,050 Intuit shares in Q2 2023, an estimated $460K.
Intuit made up 0.01% of PFS Investments's portfolio in Q2 2023, its #377 holding.
PFS Investments first reported a position in Intuit in Q4 2021 and has held it in 5 quarters since.
1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.