TCWP’s Intuit INTU Stock Holding History

TCWP’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 Q4	–	Sell	-643	Closed	-$249K	–	276
2022 Q3	$249K	Sell	643 -73	-10%	-$31.5K	0.05%	236
2022 Q2	$275K	Sell	716 -36	-5%	-$14.9K	0.06%	218
2022 Q1	$361K	Sell	752 -25	-3%	-$12.8K	0.07%	194
2021 Q4	$499K	Buy	+777	New	+$480K	0.1%	147

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCWP's INTU Position: Q4 2022 in Review

TCWP sold out of Intuit (INTU) in Q4 2022, closing a stake of 643 shares — an estimated $249K sold.

TCWP first reported a position in INTU in Q4 2021 and held it in 4 quarters. The position peaked at $499K in Q4 2021. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

TCWP reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
TCWP sold 643 Intuit shares in Q4 2022, an estimated $249K.
TCWP first reported a position in Intuit in Q4 2021 and held it in 4 quarters.
TCWP's Intuit position peaked at $499K in Q4 2021.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.