AFS
INTU icon

Aft Forsyth & Sober’s Intuit INTU Stock Holding History

Aft Forsyth & Sober’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
Q4 		– Sell
-1,200
Closed -$613K – 84
2023
Q3 		$613K Hold
1,200
– – 0.26% 78
2023
Q2 		$550K Hold
1,200
– – 0.23% 80
2023
Q1 		$535K Hold
1,200
– – 0.27% 77
2022
Q4 		$467K Hold
1,200
– – 0.21% 80
2022
Q3 		$465K Hold
1,200
– – 0.23% 81
2022
Q2 		$463K Hold
1,200
– – 0.22% 81
2022
Q1 		$577K Hold
1,200
– – 0.23% 82
2021
Q4 		$772K Buy
+1,200
New +$741K 0.27% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Aft Forsyth & Sober's INTU Position: Q4 2023 in Review

Aft Forsyth & Sober sold out of Intuit (INTU) in Q4 2023, closing a stake of 1,200 shares — an estimated $613K sold.

Aft Forsyth & Sober first reported a position in INTU in Q4 2021 and held it in 8 quarters. The position peaked at $772K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Aft Forsyth & Sober reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • Aft Forsyth & Sober sold 1,200 Intuit shares in Q4 2023, an estimated $613K.
  • Aft Forsyth & Sober first reported a position in Intuit in Q4 2021 and held it in 8 quarters.
  • Aft Forsyth & Sober's Intuit position peaked at $772K in Q4 2021.
  • 1,916 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Aft Forsyth & Sober's 13F filing for Q4 2023, filed 8 Feb 2024.