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Claro Advisors’s Intuit INTU Stock Holding History

Claro 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
-341
Closed -$212K – 518
2024
Q3 		$212K Sell
341
-21
-6% -$13.4K 0.03% 472
2024
Q2 		$238K Buy
362
+43
+13% +$26.7K 0.04% 371
2024
Q1 		$207K Sell
319
-911
-74% -$582K 0.04% 396
2023
Q4 		$768K Buy
1,230
+51
+4% +$28.1K 0.17% 142
2023
Q3 		$603K Sell
1,179
-233
-17% -$118K 0.15% 164
2023
Q2 		$647K Sell
1,412
-53
-4% -$23.2K 0.16% 153
2023
Q1 		$653K Buy
1,465
+14
+1% +$5.75K 0.19% 130
2022
Q4 		$565K Buy
+1,451
New +$576K 0.18% 138
2019
Q1 		– Sell
-20
Closed -$5K – 539
2018
Q4 		$5K Buy
+20
New +$4.16K ﹤0.01% 785

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

Claro Advisors's INTU Position: Q4 2024 in Review

Claro Advisors sold out of Intuit (INTU) in Q4 2024, closing a stake of 341 shares — an estimated $212K sold.

Claro Advisors first reported a position in INTU in Q4 2018 and held it in 9 quarters. The position peaked at $768K in Q4 2023. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Claro Advisors reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 341 Intuit shares in Q4 2024, an estimated $212K.
  • Claro Advisors first reported a position in Intuit in Q4 2018 and held it in 9 quarters.
  • Claro Advisors's Intuit position peaked at $768K in Q4 2023.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.