BWA
INTU icon

BlueChip Wealth Advisors’s Intuit INTU Stock Holding History

BlueChip 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
Q4 		– Sell
-426
Closed -$265K – 148
2024
Q3 		$265K Hold
426
– – 0.14% 131
2024
Q2 		$280K Buy
+426
New +$264K 0.16% 109
2024
Q1 		– Sell
-426
Closed -$266K – 127
2023
Q4 		$266K Buy
+426
New +$235K 0.19% 98

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BlueChip Wealth Advisors's INTU Position: Q4 2024 in Review

BlueChip Wealth Advisors sold out of Intuit (INTU) in Q4 2024, closing a stake of 426 shares — an estimated $265K sold.

BlueChip Wealth Advisors first reported a position in INTU in Q4 2023 and held it in 3 quarters. The position peaked at $280K in Q2 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • BlueChip Wealth Advisors reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 426 Intuit shares in Q4 2024, an estimated $265K.
  • BlueChip Wealth Advisors first reported a position in Intuit in Q4 2023 and held it in 3 quarters.
  • BlueChip Wealth Advisors's Intuit position peaked at $280K in Q2 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.