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Vahanian & Associates Financial Planning’s Intuit INTU Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-625
Closed -$402K – 107
2021
Q4 		$402K Buy
+625
New +$386K 0.32% 87

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Vahanian & Associates Financial Planning's INTU Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Intuit (INTU) in Q1 2022, closing a stake of 625 shares — an estimated $402K sold.

Vahanian & Associates Financial Planning first reported a position in INTU in Q4 2021 and held it in 1 quarter. The position peaked at $402K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 625 Intuit shares in Q1 2022, an estimated $402K.
  • Vahanian & Associates Financial Planning first reported a position in Intuit in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Intuit position peaked at $402K in Q4 2021.
  • 1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.