RegentAtlantic Capital’s Intuit INTU Stock Holding History

RegentAtlantic Capital’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 Q3	$5.91M	Buy	15,249 +1,314	+9%	+$568K	0.18%	91
2022 Q2	$5.37M	Buy	13,935 +4,253	+44%	+$1.76M	0.18%	99
2022 Q1	$4.66M	Buy	9,682 +610	+7%	+$312K	0.13%	121
2021 Q4	$5.83M	Buy	9,072 +1,582	+21%	+$977K	0.16%	104
2021 Q3	$4.04M	Buy	7,490 +1,218	+19%	+$656K	0.12%	136
2021 Q2	$3.07M	Buy	6,272 +1,992	+47%	+$864K	0.09%	161
2021 Q1	$1.64M	Buy	4,280 +2,536	+145%	+$976K	0.06%	210
2020 Q4	$662K	Buy	1,744 +614	+54%	+$216K	0.03%	301
2020 Q3	$369K	Buy	1,130 +10	+0.9%	+$3.13K	0.02%	365
2020 Q2	$332K	Buy	+1,120	New	+$307K	0.02%	372
2015 Q1	–	Sell	-427	Closed	-$39.4K	–	612
2014 Q4	$39.4K	Buy	+427	New	+$38K	﹤0.01%	635

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

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

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

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

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

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

NHC

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

RegentAtlantic Capital's INTU Position: Q3 2022 in Review

RegentAtlantic Capital increased its Intuit (INTU) stake by 9.4% in Q3 2022, buying an estimated $568K and bringing the position to 15,249 shares worth $5.91M. The position accounts for 0.18% of the portfolio, ranked #91.

RegentAtlantic Capital first reported a position in INTU in Q4 2014 and has held it in 11 quarters since. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

RegentAtlantic Capital held 15,249 shares of Intuit worth $5.91M as of Q3 2022.
RegentAtlantic Capital bought 1,314 Intuit shares in Q3 2022, an estimated $568K.
Intuit made up 0.18% of RegentAtlantic Capital's portfolio in Q3 2022, its #91 holding.
RegentAtlantic Capital first reported a position in Intuit in Q4 2014 and has held it in 11 quarters since.
1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.