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Total Clarity Wealth Management’s Intuit INTU Stock Holding History

Total Clarity Wealth Management’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 		– Sell
-56
Closed -$22K – 586
2022
Q2 		$22K Buy
+56
New +$23.2K 0.01% 538
2022
Q1 		– Sell
-163
Closed -$105K – 545
2021
Q4 		$105K Buy
163
+10
+7% +$6.17K 0.05% 307
2021
Q3 		$83K Buy
+153
New +$82.5K 0.04% 331
2021
Q2 		– Sell
-55
Closed -$21K – 442
2021
Q1 		$21K Buy
+55
New +$21.2K 0.01% 457
2020
Q1 		– Sell
-55
Closed -$14K – 342
2019
Q4 		$14K Buy
+55
New +$14.4K 0.01% 449

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Total Clarity Wealth Management's INTU Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Intuit (INTU) in Q3 2022, closing a stake of 56 shares — an estimated $22K sold.

Total Clarity Wealth Management first reported a position in INTU in Q4 2019 and held it in 5 quarters. The position peaked at $105K in Q4 2021. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 56 Intuit shares in Q3 2022, an estimated $22K.
  • Total Clarity Wealth Management first reported a position in Intuit in Q4 2019 and held it in 5 quarters.
  • Total Clarity Wealth Management's Intuit position peaked at $105K in Q4 2021.
  • 1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.