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Castleview Partners’s Intuit INTU Stock Holding History

Castleview Partners’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
Q3 		– Sell
-10
Closed -$6.57K – 721
2024
Q2 		$6.57K Sell
10
-42
-81% -$26.1K ﹤0.01% 591
2024
Q1 		$33.8K Hold
52
– – 0.02% 398
2023
Q4 		$32.5K Buy
52
+15
+41% +$8.27K 0.02% 371
2023
Q3 		$18.9K Buy
37
+33
+825% +$16.7K 0.02% 368
2023
Q2 		$1.83K Hold
4
– – ﹤0.01% 592
2023
Q1 		$1.78K Hold
4
– – ﹤0.01% 573
2022
Q4 		$1.56K Hold
4
– – ﹤0.01% 526
2022
Q3 		$2K Buy
+4
New +$1.73K ﹤0.01% 529

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Castleview Partners's INTU Position: Q3 2024 in Review

Castleview Partners sold out of Intuit (INTU) in Q3 2024, closing a stake of 10 shares — an estimated $6.57K sold.

Castleview Partners first reported a position in INTU in Q3 2022 and held it in 8 quarters. The position peaked at $33.8K in Q1 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Castleview Partners reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 10 Intuit shares in Q3 2024, an estimated $6.57K.
  • Castleview Partners first reported a position in Intuit in Q3 2022 and held it in 8 quarters.
  • Castleview Partners's Intuit position peaked at $33.8K in Q1 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.