RIA Advisory Group’s Intuit INTU Stock Holding History

RIA Advisory Group’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	-555	Closed	-$210K	–	132
2022 Q4	$210K	Buy	+555	New	+$220K	0.12%	82

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RIA Advisory Group's INTU Position: Q1 2023 in Review

RIA Advisory Group sold out of Intuit (INTU) in Q1 2023, closing a stake of 555 shares — an estimated $210K sold.

RIA Advisory Group first reported a position in INTU in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

RIA Advisory Group reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
RIA Advisory Group sold 555 Intuit shares in Q1 2023, an estimated $210K.
RIA Advisory Group first reported a position in Intuit in Q4 2022 and held it in 1 quarter.
RIA Advisory Group's Intuit position peaked at $210K in Q4 2022.
1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on RIA Advisory Group's 13F filing for Q1 2023, filed 25 Apr 2023.