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Retirement Planning Company of New England’s Intuit INTU Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-19
Closed -$12K – 544
2021
Q4 		$12K Buy
+19
New +$11.7K 0.01% 616

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State Street
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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 $4.74B AUM 18.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Retirement Planning Company of New England's INTU Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Intuit (INTU) in Q1 2022, closing a stake of 19 shares — an estimated $12K sold.

Retirement Planning Company of New England first reported a position in INTU in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 1,555 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 19 Intuit shares in Q1 2022, an estimated $12K.
  • Retirement Planning Company of New England first reported a position in Intuit in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Intuit position peaked at $12K in Q4 2021.
  • 1,555 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.