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Alera Investment Advisors’s Intuit INTU Stock Holding History

Alera Investment Advisors’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
Q3 		$383K Buy
617
+46
+8% +$29.4K 0.05% 170
2024
Q2 		$375K Buy
+571
New +$354K 0.05% 168
2023
Q1 		– Sell
-544
Closed -$212K – 176
2022
Q4 		$212K Sell
544
-66
-11% -$26.2K 0.05% 162
2022
Q3 		$236K Sell
610
-12
-2% -$5.18K 0.07% 156
2022
Q2 		$240K Buy
+622
New +$258K 0.07% 162
2019
Q2 		– Sell
-101
Closed -$26K – 522
2019
Q1 		$26K Buy
101
+3
+3% +$693 0.01% 241
2018
Q4 		$19K Buy
+98
New +$20.4K 0.01% 296

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alera Investment Advisors's INTU Position: Q3 2024 in Review

Alera Investment Advisors increased its Intuit (INTU) stake by 8.1% in Q3 2024, buying an estimated $29.4K and bringing the position to 617 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #170.

Alera Investment Advisors first reported a position in INTU in Q4 2018 and has held it in 7 quarters since. 1,964 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Alera Investment Advisors held 617 shares of Intuit worth $383K as of Q3 2024.
  • Alera Investment Advisors bought 46 Intuit shares in Q3 2024, an estimated $29.4K.
  • Intuit made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #170 holding.
  • Alera Investment Advisors first reported a position in Intuit in Q4 2018 and has held it in 7 quarters since.
  • 1,964 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.