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Atlanta Consulting Group Advisors’s Intuit INTU Stock Holding History

Atlanta Consulting Group 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
Q4 		– Sell
-637
Closed -$396K – 174
2024
Q3 		$396K Buy
+637
New +$407K 0.1% 151

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Atlanta Consulting Group Advisors's INTU Position: Q4 2024 in Review

Atlanta Consulting Group Advisors sold out of Intuit (INTU) in Q4 2024, closing a stake of 637 shares — an estimated $396K sold.

Atlanta Consulting Group Advisors first reported a position in INTU in Q3 2024 and held it in 1 quarter. The position peaked at $396K in Q3 2024. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Atlanta Consulting Group Advisors reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 637 Intuit shares in Q4 2024, an estimated $396K.
  • Atlanta Consulting Group Advisors first reported a position in Intuit in Q3 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's Intuit position peaked at $396K in Q3 2024.
  • 2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.