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AllSquare Wealth Management’s Intuit INTU Stock Holding History

AllSquare 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
2023
Q3 		– Sell
-2
Closed -$812 – 560
2023
Q2 		$812 Hold
2
– – ﹤0.01% 509
2023
Q1 		$892 Hold
2
– – ﹤0.01% 499
2022
Q4 		$778 Hold
2
– – ﹤0.01% 483
2022
Q3 		$1K Hold
2
– – ﹤0.01% 476
2022
Q2 		$1K Hold
2
– – ﹤0.01% 481
2022
Q1 		$1K Buy
+2
New +$1.02K ﹤0.01% 485

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllSquare Wealth Management's INTU Position: Q3 2023 in Review

AllSquare Wealth Management sold out of Intuit (INTU) in Q3 2023, closing a stake of 2 shares — an estimated $812 sold.

AllSquare Wealth Management first reported a position in INTU in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • AllSquare Wealth Management reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • AllSquare Wealth Management sold 2 Intuit shares in Q3 2023, an estimated $812.
  • AllSquare Wealth Management first reported a position in Intuit in Q1 2022 and held it in 6 quarters.
  • AllSquare Wealth Management's Intuit position peaked at $1K in Q3 2022.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on AllSquare Wealth Management's 13F filing for Q3 2023, filed 27 Nov 2023.