BKM Wealth Management’s Intuit INTU Stock Holding History

BKM 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 Q1	–	Sell	-114	Closed	-$71.3K	–	357
2023 Q4	$71.3K	Buy	+114	New	+$62.9K	0.03%	230

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BKM Wealth Management's INTU Position: Q1 2024 in Review

BKM Wealth Management sold out of Intuit (INTU) in Q1 2024, closing a stake of 114 shares — an estimated $71.3K sold.

BKM Wealth Management first reported a position in INTU in Q4 2023 and held it in 1 quarter. The position peaked at $71.3K in Q4 2023. 1,943 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

BKM Wealth Management reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 114 Intuit shares in Q1 2024, an estimated $71.3K.
BKM Wealth Management first reported a position in Intuit in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Intuit position peaked at $71.3K in Q4 2023.
1,943 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.