Red Tortoise LLC’s Intuit INTU Stock Holding History

Red Tortoise LLC’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 Q1	–	Sell	-61	Closed	-$23.7K	–	581
2022 Q4	$23.7K	Buy	+61	New	+$24.2K	0.02%	165
2021 Q4	–	Sell	-63	Closed	-$24K	–	282
2021 Q3	$24K	Buy	+63	New	+$34K	0.02%	151

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Red Tortoise LLC's INTU Position: Q1 2023 in Review

Red Tortoise LLC sold out of Intuit (INTU) in Q1 2023, closing a stake of 61 shares — an estimated $23.7K sold.

Red Tortoise LLC first reported a position in INTU in Q3 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

Red Tortoise LLC reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
Red Tortoise LLC sold 61 Intuit shares in Q1 2023, an estimated $23.7K.
Red Tortoise LLC first reported a position in Intuit in Q3 2021 and held it in 2 quarters.
Red Tortoise LLC's Intuit position peaked at $24K in Q3 2021.
1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Red Tortoise LLC's 13F filing for Q1 2023, filed 16 May 2023.