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Retirement Capital Strategies’s Intuit INTU Stock Holding History

Retirement Capital Strategies’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
Q2 		– Sell
-489
Closed -$226K – 64
2022
Q1 		$226K Hold
489
– – 0.09% 54
2021
Q4 		$315K Buy
489
+55
+13% +$34K 0.12% 62
2021
Q3 		$234K Hold
434
– – 0.09% 67
2021
Q2 		$213K Buy
+434
New +$188K 0.08% 77

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Retirement Capital Strategies's INTU Position: Q2 2022 in Review

Retirement Capital Strategies sold out of Intuit (INTU) in Q2 2022, closing a stake of 489 shares — an estimated $226K sold.

Retirement Capital Strategies first reported a position in INTU in Q2 2021 and held it in 4 quarters. The position peaked at $315K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Retirement Capital Strategies reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 489 Intuit shares in Q2 2022, an estimated $226K.
  • Retirement Capital Strategies first reported a position in Intuit in Q2 2021 and held it in 4 quarters.
  • Retirement Capital Strategies's Intuit position peaked at $315K in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Retirement Capital Strategies's 13F filing for Q2 2022, filed 29 Jul 2022.