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Clarus Wealth Advisors’s Intuit INTU Stock Holding History

Clarus Wealth 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
Q2 		– Sell
-332
Closed -$209K – 138
2024
Q1 		$209K Sell
332
-2
-0.6% -$1.28K 0.12% 119
2023
Q4 		$204K Buy
+334
New +$184K 0.12% 117
2023
Q2 		$228K Sell
509
-55
-10% -$24.1K 0.14% 112
2023
Q1 		$252K Sell
564
-52
-8% -$21.3K 0.16% 104
2022
Q4 		$239K Buy
+616
New +$244K 0.16% 112
2018
Q4 		– Sell
-1,308
Closed -$297K – 694
2018
Q3 		$297K Sell
1,308
-181
-12% -$38.9K 0.19% 62
2018
Q2 		$258K Hold
1,489
– – 0.2% 71
2018
Q1 		$258K Buy
+1,489
New +$251K 0.24% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clarus Wealth Advisors's INTU Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 332 shares — an estimated $209K sold.

Clarus Wealth Advisors first reported a position in INTU in Q1 2018 and held it in 8 quarters. The position peaked at $297K in Q3 2018. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Clarus Wealth Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 332 Intuit shares in Q2 2024, an estimated $209K.
  • Clarus Wealth Advisors first reported a position in Intuit in Q1 2018 and held it in 8 quarters.
  • Clarus Wealth Advisors's Intuit position peaked at $297K in Q3 2018.
  • 1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.