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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tiedemann Advisors's INTU Position: Q2 2022 in Review

Tiedemann Advisors sold out of Intuit (INTU) in Q2 2022, closing a stake of 496 shares — an estimated $238K sold.

Tiedemann Advisors first reported a position in INTU in Q1 2017 and held it in 10 quarters. The position peaked at $1.6M in Q2 2017. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Tiedemann Advisors reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 496 Intuit shares in Q2 2022, an estimated $238K.
  • Tiedemann Advisors first reported a position in Intuit in Q1 2017 and held it in 10 quarters.
  • Tiedemann Advisors's Intuit position peaked at $1.6M in Q2 2017.
  • 1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.