Cetera Advisors’s Intuit INTU Stock Holding History

Cetera 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 Q1	$6.89M	Buy	10,607 +2,655	+33%	+$1.69M	0.05%	354
2023 Q4	$4.97M	Buy	7,952 +384	+5%	+$212K	0.07%	283
2023 Q3	$3.87M	Buy	7,568 +1,191	+19%	+$603K	0.06%	310
2023 Q2	$2.92M	Buy	6,377 +1,460	+30%	+$639K	0.05%	364
2023 Q1	$2.19M	Buy	4,917 +2,144	+77%	+$880K	0.04%	415
2022 Q4	$1.08M	Buy	2,773 +1,084	+64%	+$430K	0.02%	647
2022 Q3	$654K	Buy	1,689 +581	+52%	+$251K	0.02%	667
2022 Q2	$427K	Sell	1,108 -77	-6%	-$31.9K	0.01%	914
2022 Q1	$570K	Sell	1,185 -75	-6%	-$38.4K	0.01%	826
2021 Q4	$810K	Buy	1,260 +3	+0.2%	+$1.85K	0.02%	679
2021 Q3	$678K	Buy	1,257 +258	+26%	+$139K	0.01%	751
2021 Q2	$490K	Buy	999 +70	+8%	+$30.4K	0.01%	831
2021 Q1	$356K	Buy	929 +81	+10%	+$31.2K	0.01%	873
2020 Q4	$322K	Sell	848 -91	-10%	-$32K	0.01%	804
2020 Q3	$306K	Sell	939 -266	-22%	-$83.2K	0.01%	720
2020 Q2	$357K	Buy	+1,205	New	+$331K	0.02%	639

Other funds holding INTU

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return