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Coalescence Partners Investment Management’s Intuit INTU Stock Holding History

Coalescence Partners Investment Management’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
-5,706
Closed -$3.71M – 15
2024
Q1 		$3.71M Hold
5,706
– – 2.93% 13
2023
Q4 		$3.57M Buy
+5,706
New +$3.15M 3.18% 12

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Vanguard Group
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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

Coalescence Partners Investment Management's INTU Position: Q2 2024 in Review

Coalescence Partners Investment Management sold out of Intuit (INTU) in Q2 2024, closing a stake of 5,706 shares — an estimated $3.71M sold.

Coalescence Partners Investment Management first reported a position in INTU in Q4 2023 and held it in 2 quarters. The position peaked at $3.71M in Q1 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Coalescence Partners Investment Management reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Coalescence Partners Investment Management sold 5,706 Intuit shares in Q2 2024, an estimated $3.71M.
  • Coalescence Partners Investment Management first reported a position in Intuit in Q4 2023 and held it in 2 quarters.
  • Coalescence Partners Investment Management's Intuit position peaked at $3.71M in Q1 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Coalescence Partners Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.