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Retirement Financial Solutions’s Intuit INTU Stock Holding History

Retirement Financial Solutions’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
-11
Closed -$4.28K – 126
2022
Q4 		$4.28K Buy
+11
New +$4.36K ﹤0.01% 183

Other funds holding INTU

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Retirement Financial Solutions's INTU Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Intuit (INTU) in Q1 2023, closing a stake of 11 shares — an estimated $4.28K sold.

Retirement Financial Solutions first reported a position in INTU in Q4 2022 and held it in 1 quarter. The position peaked at $4.28K in Q4 2022. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 11 Intuit shares in Q1 2023, an estimated $4.28K.
  • Retirement Financial Solutions first reported a position in Intuit in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Intuit position peaked at $4.28K in Q4 2022.
  • 1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.