RFA
INTU icon

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
2016
Q1 		– Sell
-248
Closed -$24K – 1230
2015
Q4 		$24K Buy
+248
New +$24K ﹤0.01% 557

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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
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.