SkyOak Wealth’s Intuit INTU Stock Holding History

SkyOak Wealth’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	-385	Closed	-$248K	–	258
2021 Q4	$248K	Sell	385 -10	-3%	-$6.17K	0.06%	198
2021 Q3	$213K	Buy	+395	New	+$213K	0.06%	212

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SkyOak Wealth's INTU Position: Q1 2022 in Review

SkyOak Wealth sold out of Intuit (INTU) in Q1 2022, closing a stake of 385 shares — an estimated $248K sold.

SkyOak Wealth first reported a position in INTU in Q3 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

SkyOak Wealth reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
SkyOak Wealth sold 385 Intuit shares in Q1 2022, an estimated $248K.
SkyOak Wealth first reported a position in Intuit in Q3 2021 and held it in 2 quarters.
SkyOak Wealth's Intuit position peaked at $248K in Q4 2021.
1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on SkyOak Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.