Sonoma Private Wealth’s Intuit INTU Stock Holding History

Sonoma Private 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
2023 Q1	–	Sell	-687	Closed	-$268K	–	75
2022 Q4	$268K	Buy	+687	New	+$273K	0.59%	59

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

Sonoma Private Wealth's INTU Position: Q1 2023 in Review

Sonoma Private Wealth sold out of Intuit (INTU) in Q1 2023, closing a stake of 687 shares — an estimated $268K sold.

Sonoma Private Wealth first reported a position in INTU in Q4 2022 and held it in 1 quarter. The position peaked at $268K in Q4 2022. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

Sonoma Private Wealth reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
Sonoma Private Wealth sold 687 Intuit shares in Q1 2023, an estimated $268K.
Sonoma Private Wealth first reported a position in Intuit in Q4 2022 and held it in 1 quarter.
Sonoma Private Wealth's Intuit position peaked at $268K in Q4 2022.
1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Sonoma Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.