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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
2024
Q4 		– Sell
-500
Closed -$311K – 81
2024
Q3 		$311K Hold
500
– – 0.09% 135
2024
Q2 		$329K Sell
500
-600
-55% -$372K 0.06% 179
2024
Q1 		$715K Sell
1,100
-1,600
-59% -$1.02M 0.02% 170
2023
Q4 		$1.69M Buy
2,700
+1,600
+145% +$883K 0.06% 129
2023
Q3 		$562K Buy
1,100
+600
+120% +$304K 0.04% 238
2023
Q2 		$229K Sell
500
-9,100
-95% -$3.99M 0.01% 325
2023
Q1 		$4.28M Buy
9,600
+8,200
+586% +$3.37M 0.11% 46
2022
Q4 		$545K Buy
+1,400
New +$555K 0.05% 261

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.