Polaris Wealth Advisory Group’s Intuit INTU Stock Holding History

Polaris Wealth Advisory 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	-4,460	Closed	-$1.99M	–	170
2023 Q1	$1.99M	Buy	+4,460	New	+$1.83M	0.15%	97
2020 Q1	–	Sell	-1,705	Closed	-$472K	–	149
2019 Q4	$472K	Buy	1,705 +82	+5%	+$21.4K	0.03%	115
2019 Q3	$423K	Sell	1,623 -939	-37%	-$258K	0.03%	121
2019 Q2	$677K	Buy	2,562 +1,230	+92%	+$313K	0.05%	103
2019 Q1	$354K	Buy	1,332 +225	+20%	+$52K	0.03%	123
2018 Q4	$218K	Sell	1,107 -573	-34%	-$119K	0.02%	136
2018 Q3	$382K	Sell	1,680 -1,397	-45%	-$300K	0.03%	114
2018 Q2	$533K	Hold	3,077	–	–	0.05%	84
2018 Q1	$533K	Sell	3,077 -317	-9%	-$53.3K	0.04%	102
2017 Q4	$536K	Buy	3,394 +193	+6%	+$29.4K	0.04%	102
2017 Q3	$455K	Buy	+3,201	New	+$442K	0.04%	103

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

Polaris Wealth Advisory Group's INTU Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Intuit (INTU) in Q2 2023, closing a stake of 4,460 shares — an estimated $1.99M sold.

Polaris Wealth Advisory Group first reported a position in INTU in Q3 2017 and held it in 11 quarters. The position peaked at $1.99M in Q1 2023. 1,668 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Intuit position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 4,460 Intuit shares in Q2 2023, an estimated $1.99M.
Polaris Wealth Advisory Group first reported a position in Intuit in Q3 2017 and held it in 11 quarters.
Polaris Wealth Advisory Group's Intuit position peaked at $1.99M in Q1 2023.
1,668 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.