Surevest’s Intuit INTU Stock Holding History

Surevest’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	$1K	Hold	2	–	–	﹤0.01%	461
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	497
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	471
2021 Q4	$1K	Buy	+2	New	+$1.24K	﹤0.01%	482

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Surevest's INTU Position: Q3 2022 in Review

Surevest held its Intuit (INTU) position steady in Q3 2022 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Surevest first reported a position in INTU in Q4 2021 and has held it in 4 quarters since. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

Surevest held 2 shares of Intuit worth $1K as of Q3 2022.
Surevest left its Intuit share count unchanged in Q3 2022.
Intuit made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #461 holding.
Surevest first reported a position in Intuit in Q4 2021 and has held it in 4 quarters since.
1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.