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Tiedemann Advisors’s Intuit INTU Stock Holding History

Tiedemann 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
2022
Q2 		– Sell
-496
Closed -$238K – 273
2022
Q1 		$238K Buy
496
+56
+13% +$28.7K 0.01% 256
2021
Q4 		$283K Hold
440
– – 0.01% 242
2021
Q3 		$238K Sell
440
-49
-10% -$26.4K 0.01% 264
2021
Q2 		$238K Sell
489
-52
-10% -$22.5K 0.01% 326
2021
Q1 		$207K Sell
541
-130
-19% -$50.1K 0.01% 309
2020
Q4 		$256K Buy
+671
New +$236K 0.01% 274
2019
Q2 		– Sell
-4,164
Closed -$1.09M – 357
2019
Q1 		$1.09M Buy
4,164
+350
+9% +$80.9K 0.05% 209
2018
Q4 		$751K Buy
+3,814
New +$794K 0.04% 238
2017
Q3 		– Sell
-12,037
Closed -$1.6M – 399
2017
Q2 		$1.6M Buy
12,037
+7,447
+162% +$966K 0.12% 143
2017
Q1 		$532K Buy
+4,590
New +$550K 0.04% 263

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return