WCG Wealth Advisors’s Intuit INTU Stock Holding History

WCG Wealth 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 Q4	–	Sell	-846	Closed	-$328K	–	212
2022 Q3	$328K	Sell	846 -512	-38%	-$221K	0.04%	216
2022 Q2	$523K	Buy	+1,358	New	+$562K	0.07%	164

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's INTU Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Intuit (INTU) in Q4 2022, closing a stake of 846 shares — an estimated $328K sold.

WCG Wealth Advisors first reported a position in INTU in Q2 2022 and held it in 2 quarters. The position peaked at $523K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

WCG Wealth Advisors reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 846 Intuit shares in Q4 2022, an estimated $328K.
WCG Wealth Advisors first reported a position in Intuit in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's Intuit position peaked at $523K in Q2 2022.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.