Reilly Financial Advisors’s Intuit INTU Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$190K	Hold	295	–	–	0.01%	213
2021 Q3	$159K	Sell	295 -4	-1%	-$2.16K	0.01%	217
2021 Q2	$146K	Hold	299	–	–	0.01%	236
2021 Q1	$114K	Sell	299 -13	-4%	-$5.01K	0.01%	251
2020 Q4	$119K	Sell	312 -5	-2%	-$1.76K	0.01%	236
2020 Q3	$103K	Sell	317 -13	-4%	-$4.07K	0.01%	230
2020 Q2	$98K	Sell	330 -4	-1%	-$1.1K	0.01%	231
2020 Q1	$77K	Buy	334 +34	+11%	+$9.21K	0.01%	243
2019 Q4	$79K	Sell	300 -16	-5%	-$4.18K	0.01%	270
2019 Q3	$84K	Buy	316 +20	+7%	+$5.5K	0.01%	270
2019 Q2	$77K	Hold	296	–	–	0.01%	283
2019 Q1	$77K	Hold	296	–	–	0.01%	272
2018 Q4	$58K	Hold	296	–	–	0.01%	302
2018 Q3	$67K	Hold	296	–	–	0.01%	309
2018 Q2	$60K	Hold	296	–	–	0.01%	285
2018 Q1	$51K	Buy	296 +35	+13%	+$5.89K	0.01%	300
2017 Q4	$41K	Buy	261 +13	+5%	+$1.98K	0.01%	355
2017 Q3	$35K	Hold	248	–	–	0.01%	363
2017 Q2	$33K	Hold	248	–	–	0.01%	380
2017 Q1	$29K	Hold	248	–	–	﹤0.01%	402
2016 Q4	$28K	Hold	248	–	–	﹤0.01%	381
2016 Q3	$27K	Hold	248	–	–	﹤0.01%	357
2016 Q2	$28K	Hold	248	–	–	0.01%	333
2016 Q1	$26K	Buy	+248	New	+$23.9K	﹤0.01%	520
2015 Q4	–	Sell	-248	Closed	-$24K	–	1291
2015 Q3	$22K	Hold	248	–	–	﹤0.01%	581
2015 Q2	$25K	Hold	248	–	–	﹤0.01%	613
2015 Q1	$24K	Hold	248	–	–	﹤0.01%	614
2014 Q4	$23K	Hold	248	–	–	0.01%	375
2014 Q3	$22K	Hold	248	–	–	0.01%	379
2014 Q2	$20K	Hold	248	–	–	﹤0.01%	412
2014 Q1	$19K	Buy	+248	New	+$18.9K	﹤0.01%	443

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Reilly Financial Advisors's INTU Position: Q4 2021 in Review

Reilly Financial Advisors held its Intuit (INTU) position steady in Q4 2021 at 295 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #213.

Reilly Financial Advisors first reported a position in INTU in Q1 2014 and has held it in 31 quarters since. 1,667 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

Reilly Financial Advisors held 295 shares of Intuit worth $190K as of Q4 2021.
Reilly Financial Advisors left its Intuit share count unchanged in Q4 2021.
Intuit made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #213 holding.
Reilly Financial Advisors first reported a position in Intuit in Q1 2014 and has held it in 31 quarters since.
1,667 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.