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	–	413
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Edgewood Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return