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Wipfli Financial Advisors’s Intuit INTU Stock Holding History

Wipfli Financial 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
Q3 		$1.55M Buy
+4,004
New +$1.73M 0.11% 82

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

Wipfli Financial Advisors's INTU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Intuit (INTU) in Q3 2022: 4,004 shares worth $1.55M. The stake represents 0.11% of the portfolio and ranks #82 among its holdings.

1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Wipfli Financial Advisors held 4,004 shares of Intuit worth $1.55M as of Q3 2022.
  • Intuit was a new Wipfli Financial Advisors position in Q3 2022.
  • Intuit made up 0.11% of Wipfli Financial Advisors's portfolio in Q3 2022, its #82 holding.
  • 1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.