Acima Private Wealth’s Intuit INTU Stock Holding History

Acima Private Wealth’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
2023 Q3	–	Sell	-24	Closed	-$11K	–	255
2023 Q2	$11K	Hold	24	–	–	0.01%	212
2023 Q1	$10.7K	Buy	+24	New	+$9.85K	0.01%	216

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acima Private Wealth's INTU Position: Q3 2023 in Review

Acima Private Wealth sold out of Intuit (INTU) in Q3 2023, closing a stake of 24 shares — an estimated $11K sold.

Acima Private Wealth first reported a position in INTU in Q1 2023 and held it in 2 quarters. The position peaked at $11K in Q2 2023. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

Acima Private Wealth reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
Acima Private Wealth sold 24 Intuit shares in Q3 2023, an estimated $11K.
Acima Private Wealth first reported a position in Intuit in Q1 2023 and held it in 2 quarters.
Acima Private Wealth's Intuit position peaked at $11K in Q2 2023.
1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Acima Private Wealth's 13F filing for Q3 2023, filed 29 Feb 2024.