BFEC
INTU icon

Benjamin F. Edwards & Company’s Intuit INTU Stock Holding History

Benjamin F. Edwards & Company’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 		$32.7M Buy
49,681
+1,047
+2% +$649K 0.57% 48
2024
Q1 		$31.6M Buy
48,634
+2,507
+5% +$1.6M 0.57% 45
2023
Q4 		$28.8M Buy
46,127
+42,158
+1,062% +$23.3M 0.58% 46
2023
Q3 		$2.03M Buy
3,969
+551
+16% +$279K 0.08% 243
2023
Q2 		$1.56M Buy
3,418
+2,595
+315% +$1.14M 0.06% 282
2023
Q1 		$367K Sell
823
-12
-1% -$4.93K 0.02% 553
2022
Q4 		$325K Buy
835
+69
+9% +$27.4K 0.01% 578
2022
Q3 		$297K Sell
766
-1,204
-61% -$520K 0.01% 557
2022
Q2 		$759K Buy
1,970
+19
+1% +$7.87K 0.04% 378
2022
Q1 		$938K Sell
1,951
-126
-6% -$64.5K 0.04% 353
2021
Q4 		$1.34M Buy
2,077
+115
+6% +$71K 0.06% 294
2021
Q3 		$1.06M Buy
1,962
+619
+46% +$334K 0.05% 323
2021
Q2 		$658K Sell
1,343
-580
-30% -$251K 0.03% 397
2021
Q1 		$737K Buy
1,923
+196
+11% +$75.5K 0.04% 383
2020
Q4 		$656K Buy
1,727
+497
+40% +$175K 0.04% 378
2020
Q3 		$401K Buy
1,230
+890
+262% +$278K 0.03% 442
2020
Q2 		$101K Buy
340
+156
+85% +$42.8K 0.01% 737
2020
Q1 		$42K Sell
184
-30
-14% -$8.12K ﹤0.01% 882
2019
Q4 		$56K Hold
214
– – ﹤0.01% 945
2019
Q3 		$57K Sell
214
-19
-8% -$5.23K ﹤0.01% 887
2019
Q2 		$61K Buy
233
+19
+9% +$4.83K 0.01% 845
2019
Q1 		$56K Hold
214
– – 0.01% 845
2018
Q4 		$42K Hold
214
– – ﹤0.01% 877
2018
Q3 		$49K Hold
214
– – ﹤0.01% 870
2018
Q2 		$44K Hold
214
– – ﹤0.01% 885
2018
Q1 		$37K Hold
214
– – ﹤0.01% 921
2017
Q4 		$34K Buy
214
+64
+43% +$9.75K ﹤0.01% 888
2017
Q3 		$21K Buy
+150
New +$20.7K ﹤0.01% 974

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

Benjamin F. Edwards & Company's INTU Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Intuit (INTU) stake by 2.2% in Q2 2024, buying an estimated $649K and bringing the position to 49,681 shares worth $32.7M. The position accounts for 0.57% of the portfolio, ranked #48.

Benjamin F. Edwards & Company first reported a position in INTU in Q3 2017 and has held it in 28 quarters since. 1,963 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Benjamin F. Edwards & Company held 49,681 shares of Intuit worth $32.7M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,047 Intuit shares in Q2 2024, an estimated $649K.
  • Intuit made up 0.57% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #48 holding.
  • Benjamin F. Edwards & Company first reported a position in Intuit in Q3 2017 and has held it in 28 quarters since.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.