Pinnacle Wealth Management Group’s Intuit INTU Stock Holding History

Pinnacle Wealth Management Group’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	–	Sell	-1,000	Closed	-$446K	–	97
2023 Q1	$446K	Hold	1,000	–	–	0.39%	56
2022 Q4	$389K	Hold	1,000	–	–	0.34%	63
2022 Q3	$387K	Hold	1,000	–	–	0.34%	63
2022 Q2	$385K	Hold	1,000	–	–	0.32%	71
2022 Q1	$481K	Hold	1,000	–	–	0.36%	64
2021 Q4	$643K	Hold	1,000	–	–	0.48%	50
2021 Q3	$540K	Hold	1,000	–	–	0.41%	62
2021 Q2	$490K	Buy	+1,000	New	+$434K	0.36%	70

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

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

Pinnacle Wealth Management Group's INTU Position: Q2 2023 in Review

Pinnacle Wealth Management Group sold out of Intuit (INTU) in Q2 2023, closing a stake of 1,000 shares — an estimated $446K sold.

Pinnacle Wealth Management Group first reported a position in INTU in Q2 2021 and held it in 8 quarters. The position peaked at $643K in Q4 2021. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

Pinnacle Wealth Management Group reported no remaining Intuit position as of Q2 2023 after selling out during the quarter.
Pinnacle Wealth Management Group sold 1,000 Intuit shares in Q2 2023, an estimated $446K.
Pinnacle Wealth Management Group first reported a position in Intuit in Q2 2021 and held it in 8 quarters.
Pinnacle Wealth Management Group's Intuit position peaked at $643K in Q4 2021.
1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2023, filed 10 Jul 2023.