1900 Wealth Management’s Intuit INTU Stock Holding History

1900 Wealth Management’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 Q1	–	Sell	-1,408	Closed	-$880K	–	260
2023 Q4	$880K	Hold	1,408	–	–	0.08%	150
2023 Q3	$719K	Buy	+1,408	New	+$712K	0.07%	164

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

1900 Wealth Management's INTU Position: Q1 2024 in Review

1900 Wealth Management sold out of Intuit (INTU) in Q1 2024, closing a stake of 1,408 shares — an estimated $880K sold.

1900 Wealth Management first reported a position in INTU in Q3 2023 and held it in 2 quarters. The position peaked at $880K in Q4 2023. 1,942 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

1900 Wealth Management reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
1900 Wealth Management sold 1,408 Intuit shares in Q1 2024, an estimated $880K.
1900 Wealth Management first reported a position in Intuit in Q3 2023 and held it in 2 quarters.
1900 Wealth Management's Intuit position peaked at $880K in Q4 2023.
1,942 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.