Pinnacle Private Wealth’s Intuit INTU Stock Holding History

Pinnacle Private Wealth’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 Q1	–	Sell	-384	Closed	-$247K	–	322
2021 Q4	$247K	Buy	+384	New	+$237K	0.08%	252

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

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

Pinnacle Private Wealth's INTU Position: Q1 2022 in Review

Pinnacle Private Wealth sold out of Intuit (INTU) in Q1 2022, closing a stake of 384 shares — an estimated $247K sold.

Pinnacle Private Wealth first reported a position in INTU in Q4 2021 and held it in 1 quarter. The position peaked at $247K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

Pinnacle Private Wealth reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 384 Intuit shares in Q1 2022, an estimated $247K.
Pinnacle Private Wealth first reported a position in Intuit in Q4 2021 and held it in 1 quarter.
Pinnacle Private Wealth's Intuit position peaked at $247K in Q4 2021.
1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Pinnacle Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.