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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Advisors's INTU Position: Q1 2024 in Review

Cetera Advisors increased its Intuit (INTU) stake by 33% in Q1 2024, buying an estimated $1.69M and bringing the position to 10,607 shares worth $6.89M. The position accounts for 0.05% of the portfolio, ranked #354.

Cetera Advisors first reported a position in INTU in Q2 2020 and has held it in 16 quarters since. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Cetera Advisors held 10,607 shares of Intuit worth $6.89M as of Q1 2024.
  • Cetera Advisors bought 2,655 Intuit shares in Q1 2024, an estimated $1.69M.
  • Intuit made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #354 holding.
  • Cetera Advisors first reported a position in Intuit in Q2 2020 and has held it in 16 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.