Tandem Wealth Advisors’s Intuit INTU Stock Holding History

Tandem Wealth Advisors’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	-479	Closed	-$186K	–	59
2022 Q4	$186K	Buy	+479	New	+$190K	0.12%	51

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

Tandem Wealth Advisors's INTU Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Intuit (INTU) in Q1 2023, closing a stake of 479 shares — an estimated $186K sold.

Tandem Wealth Advisors first reported a position in INTU in Q4 2022 and held it in 1 quarter. The position peaked at $186K in Q4 2022. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

Tandem Wealth Advisors reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
Tandem Wealth Advisors sold 479 Intuit shares in Q1 2023, an estimated $186K.
Tandem Wealth Advisors first reported a position in Intuit in Q4 2022 and held it in 1 quarter.
Tandem Wealth Advisors's Intuit position peaked at $186K in Q4 2022.
1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.