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Beam Wealth Advisors’s Intuit INTU Stock Holding History

Beam Wealth 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
Q2 		– Sell
-371
Closed -$241K – 121
2024
Q1 		$241K Hold
371
– – 0.15% 98
2023
Q4 		$232K Buy
+371
New +$205K 0.15% 90
2022
Q1 		– Sell
-342
Closed -$220K – 90
2021
Q4 		$220K Buy
+342
New +$211K 0.25% 82

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

Beam Wealth Advisors's INTU Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 371 shares — an estimated $241K sold.

Beam Wealth Advisors first reported a position in INTU in Q4 2021 and held it in 3 quarters. The position peaked at $241K in Q1 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 371 Intuit shares in Q2 2024, an estimated $241K.
  • Beam Wealth Advisors first reported a position in Intuit in Q4 2021 and held it in 3 quarters.
  • Beam Wealth Advisors's Intuit position peaked at $241K in Q1 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.