San Luis Wealth Advisors’s Intuit INTU Stock Holding History

San Luis Wealth 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
2022 Q2	–	Sell	-40	Closed	-$26K	–	252
2022 Q1	$26K	Buy	+40	New	+$20.5K	0.01%	291

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

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

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

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

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

San Luis Wealth Advisors's INTU Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Intuit (INTU) in Q2 2022, closing a stake of 40 shares — an estimated $26K sold.

San Luis Wealth Advisors first reported a position in INTU in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

San Luis Wealth Advisors reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 40 Intuit shares in Q2 2022, an estimated $26K.
San Luis Wealth Advisors first reported a position in Intuit in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Intuit position peaked at $26K in Q1 2022.
1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.