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Western Financial Corp’s Intuit INTU Stock Holding History

Western Financial Corp’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
-1,144
Closed -$550K – 97
2022
Q1 		$550K Sell
1,144
-51
-4% -$26.1K 0.32% 67
2021
Q4 		$768K Buy
1,195
+91
+8% +$56.2K 0.4% 52
2021
Q3 		$596K Sell
1,104
-62
-5% -$33.4K 0.35% 54
2021
Q2 		$571K Buy
1,166
+58
+5% +$25.1K 0.31% 53
2021
Q1 		$425K Buy
1,108
+84
+8% +$32.3K 0.26% 55
2020
Q4 		$388K Buy
+1,024
New +$360K 0.26% 58

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

Western Financial Corp's INTU Position: Q2 2022 in Review

Western Financial Corp sold out of Intuit (INTU) in Q2 2022, closing a stake of 1,144 shares — an estimated $550K sold.

Western Financial Corp first reported a position in INTU in Q4 2020 and held it in 6 quarters. The position peaked at $768K in Q4 2021. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Western Financial Corp reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Western Financial Corp sold 1,144 Intuit shares in Q2 2022, an estimated $550K.
  • Western Financial Corp first reported a position in Intuit in Q4 2020 and held it in 6 quarters.
  • Western Financial Corp's Intuit position peaked at $768K in Q4 2021.
  • 1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Western Financial Corp's 13F filing for Q2 2022, filed 22 Jul 2022.