Avitas Wealth Management’s Intuit INTU Stock Holding History

Avitas 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
2024 Q4	$657K	Sell	1,046 -23	-2%	-$14.7K	0.09%	148
2024 Q3	$664K	Sell	1,069 -80	-7%	-$51.1K	0.09%	150
2024 Q2	$755K	Sell	1,149 -63	-5%	-$39.1K	0.11%	150
2024 Q1	$788K	Sell	1,212 -4	-0.3%	-$2.55K	0.12%	154
2023 Q4	$760K	Buy	1,216 +335	+38%	+$185K	0.13%	144
2023 Q3	$450K	Sell	881 -24	-3%	-$12.1K	0.09%	166
2023 Q2	$415K	Sell	905 -13	-1%	-$5.69K	0.08%	168
2023 Q1	$409K	Sell	918 -25	-3%	-$10.3K	0.08%	173
2022 Q4	$367K	Buy	943 +1	+0.1%	+$397	0.08%	162
2022 Q3	$365K	Buy	942 +9	+1%	+$3.89K	0.08%	152
2022 Q2	$360K	Sell	933 -146	-14%	-$60.5K	0.08%	159
2022 Q1	$519K	Buy	+1,079	New	+$553K	0.09%	157

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avitas Wealth Management's INTU Position: Q4 2024 in Review

Avitas Wealth Management reduced its Intuit (INTU) stake by 2.2% in Q4 2024, selling an estimated $14.7K and leaving 1,046 shares worth $657K. The position accounts for 0.09% of the portfolio, ranked #148.

Avitas Wealth Management first reported a position in INTU in Q1 2022 and has held it in 12 quarters since. The position peaked at $788K in Q1 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Avitas Wealth Management held 1,046 shares of Intuit worth $657K as of Q4 2024.
Avitas Wealth Management sold 23 Intuit shares in Q4 2024, an estimated $14.7K.
Intuit made up 0.09% of Avitas Wealth Management's portfolio in Q4 2024, its #148 holding.
Avitas Wealth Management first reported a position in Intuit in Q1 2022 and has held it in 12 quarters since.
Avitas Wealth Management's Intuit position peaked at $788K in Q1 2024.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.