Centerpoint Advisors’s Intuit INTU Stock Holding History

Centerpoint 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
2023 Q4	–	Sell	-3	Closed	-$2K	–	507
2023 Q3	$2K	Hold	3	–	–	﹤0.01%	440
2023 Q2	$2K	Hold	3	–	–	﹤0.01%	445
2023 Q1	$2K	Buy	+3	New	+$1.23K	﹤0.01%	438

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Centerpoint Advisors's INTU Position: Q4 2023 in Review

Centerpoint Advisors sold out of Intuit (INTU) in Q4 2023, closing a stake of 3 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in INTU in Q1 2023 and held it in 3 quarters. The position peaked at $2K in Q3 2023. 1,917 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

Centerpoint Advisors reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 3 Intuit shares in Q4 2023, an estimated $2K.
Centerpoint Advisors first reported a position in Intuit in Q1 2023 and held it in 3 quarters.
Centerpoint Advisors's Intuit position peaked at $2K in Q3 2023.
1,917 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.