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Selective Wealth Management’s Intuit INTU Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-26
Closed -$10K – 412
2022
Q3 		$10K Buy
26
+4
+18% +$1.73K ﹤0.01% 520
2022
Q2 		$8K Hold
22
– – ﹤0.01% 584
2022
Q1 		$11K Hold
22
– – ﹤0.01% 526
2021
Q4 		$14K Hold
22
– – 0.01% 449
2021
Q3 		$12K Hold
22
– – 0.01% 413
2021
Q2 		$11K Hold
22
– – 0.01% 332
2021
Q1 		$8K Hold
22
– – 0.01% 276
2020
Q4 		$8K Hold
22
– – 0.01% 262
2020
Q3 		$7K Hold
22
– – 0.01% 223
2020
Q2 		$7K Hold
22
– – 0.01% 263
2020
Q1 		$5K Hold
22
– – 0.01% 205
2019
Q4 		$6K Hold
22
– – 0.01% 202
2019
Q3 		$6K Buy
+22
New +$6.05K 0.01% 205

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's INTU Position: Q4 2022 in Review

Selective Wealth Management sold out of Intuit (INTU) in Q4 2022, closing a stake of 26 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in INTU in Q3 2019 and held it in 13 quarters. The position peaked at $14K in Q4 2021. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Selective Wealth Management reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 26 Intuit shares in Q4 2022, an estimated $10K.
  • Selective Wealth Management first reported a position in Intuit in Q3 2019 and held it in 13 quarters.
  • Selective Wealth Management's Intuit position peaked at $14K in Q4 2021.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.