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Annapolis Financial Services’s Intuit INTU Stock Holding History

Annapolis Financial Services’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 		$572 Buy
+1
New +$638 ﹤0.01% 390
2024
Q1 		– Sell
-195
Closed -$122K – 411
2023
Q4 		$122K Buy
195
+75
+63% +$41.4K 0.03% 142
2023
Q3 		$61.3K Hold
120
– – 0.02% 173
2023
Q2 		$55K Buy
+120
New +$52.5K 0.02% 181

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

Annapolis Financial Services's INTU Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Intuit (INTU) in Q3 2024: 1 share worth $572. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in INTU as recently as Q4 2023.

Annapolis Financial Services first reported a position in INTU in Q2 2023 and has held it in 4 quarters since. The position peaked at $122K in Q4 2023. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Annapolis Financial Services held 1 share of Intuit worth $572 as of Q3 2024.
  • Intuit was a new Annapolis Financial Services position in Q3 2024.
  • Intuit made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #390 holding.
  • Annapolis Financial Services first reported a position in Intuit in Q2 2023 and has held it in 4 quarters since.
  • Annapolis Financial Services's Intuit position peaked at $122K in Q4 2023.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.