XS
INTU icon

XR Securities’s Intuit INTU Stock Holding History

XR Securities’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
-677
Closed -$269K – 530
2022
Q3 		$262K Buy
+677
New +$292K 0.14% 127
2022
Q1 		– Sell
-343
Closed -$221K – 423
2021
Q4 		$221K Buy
+343
New +$212K 0.02% 214
2021
Q3 		– Sell
-1,328
Closed -$651K – 447
2021
Q2 		$651K Buy
1,328
+785
+145% +$340K 0.28% 63
2021
Q1 		$208K Buy
+543
New +$209K 0.01% 213
2020
Q1 		– Sell
-2,113
Closed -$553K – 251
2019
Q4 		$553K Buy
+2,113
New +$553K 0.07% 73
2019
Q1 		– Sell
-4,529
Closed -$892K – 344
2018
Q4 		$892K Buy
4,529
+998
+28% +$208K 0.39% 35
2018
Q3 		$803K Sell
3,531
-792
-18% -$170K 0.21% 59
2018
Q2 		$883K Buy
+4,323
New +$829K 0.31% 32

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

XR Securities's INTU Position: Q4 2022 in Review

XR Securities sold out of Intuit (INTU) in Q4 2022, closing a stake of 677 shares — an estimated $269K sold.

XR Securities first reported a position in INTU in Q2 2018 and held it in 8 quarters. The position peaked at $892K in Q4 2018. 1,559 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • XR Securities reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
  • XR Securities sold 677 Intuit shares in Q4 2022, an estimated $269K.
  • XR Securities first reported a position in Intuit in Q2 2018 and held it in 8 quarters.
  • XR Securities's Intuit position peaked at $892K in Q4 2018.
  • 1,559 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on XR Securities's 13F filing for Q4 2022, filed 3 Jan 2023.