Baystate Wealth Management’s Intuit INTU Stock Holding History

Baystate 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 Q4	$35.5K	Buy	56 +14	+33%	+$7.72K	﹤0.01%	438
2023 Q3	$21.9K	Sell	42 -18	-30%	-$9.11K	﹤0.01%	463
2023 Q2	$27.8K	Hold	60	–	–	﹤0.01%	415
2023 Q1	$27K	Buy	60 +18	+43%	+$7.39K	﹤0.01%	419
2022 Q4	$17K	Hold	42	–	–	﹤0.01%	489
2022 Q3	$16K	Hold	42	–	–	﹤0.01%	462
2022 Q2	$16K	Hold	42	–	–	﹤0.01%	487
2022 Q1	$20K	Hold	42	–	–	﹤0.01%	455
2021 Q4	$27K	Hold	42	–	–	﹤0.01%	417
2021 Q3	$23K	Buy	42 +21	+100%	+$11.3K	﹤0.01%	396
2021 Q2	$10K	Hold	21	–	–	﹤0.01%	500
2021 Q1	$8K	Hold	21	–	–	﹤0.01%	477
2020 Q4	$8K	Sell	21 -41	-66%	-$14.4K	﹤0.01%	449
2020 Q3	$20K	Buy	62 +1	+2%	+$313	﹤0.01%	323
2020 Q2	$18K	Sell	61 -1	-2%	-$274	﹤0.01%	320
2020 Q1	$14K	Buy	62 +1	+2%	+$271	﹤0.01%	333
2019 Q4	$16K	Buy	61 +21	+53%	+$5.49K	﹤0.01%	348
2019 Q3	$11K	Hold	40	–	–	﹤0.01%	353
2019 Q2	$11K	Hold	40	–	–	﹤0.01%	359
2019 Q1	$11K	Hold	40	–	–	﹤0.01%	372
2018 Q4	$9K	Hold	40	–	–	﹤0.01%	383
2018 Q3	$8K	Hold	40	–	–	﹤0.01%	393
2018 Q2	$8K	Hold	40	–	–	﹤0.01%	396
2018 Q1	$7K	Hold	40	–	–	﹤0.01%	388
2017 Q4	$7K	Hold	40	–	–	﹤0.01%	395
2017 Q3	$6K	Hold	40	–	–	﹤0.01%	390
2017 Q2	$5K	Hold	40	–	–	﹤0.01%	412
2017 Q1	$5K	Buy	+40	New	+$4.79K	﹤0.01%	393

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Baystate Wealth Management's INTU Position: Q4 2023 in Review

Baystate Wealth Management increased its Intuit (INTU) stake by 33% in Q4 2023, buying an estimated $7.72K and bringing the position to 56 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Baystate Wealth Management first reported a position in INTU in Q1 2017 and has held it in 28 quarters since. 1,917 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

Baystate Wealth Management held 56 shares of Intuit worth $35.5K as of Q4 2023.
Baystate Wealth Management bought 14 Intuit shares in Q4 2023, an estimated $7.72K.
Intuit made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #438 holding.
Baystate Wealth Management first reported a position in Intuit in Q1 2017 and has held it in 28 quarters since.
1,917 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.