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Sterling Investment Advisors (Pennsylvania)’s Intuit INTU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-1
Closed – – 292
2022
Q2 		$0 Hold
1
– – ﹤0.01% 580
2022
Q1 		$0 Hold
1
– – ﹤0.01% 600
2021
Q4 		$1K Buy
+1
New +$617 ﹤0.01% 547

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s INTU Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Intuit (INTU) in Q3 2022, closing a stake of 1 share.

Sterling Investment Advisors (Pennsylvania) first reported a position in INTU in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 1,511 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1 Intuit share in Q3 2022.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Intuit in Q4 2021 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Intuit position peaked at $1K in Q4 2021.
  • 1,511 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.