Denver PWM’s Intuit INTU Stock Holding History

Denver PWM’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	-51	Closed	-$31.7K	–	238
2024 Q3	$31.7K	Buy	+51	New	+$32.6K	0.01%	131

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Denver PWM's INTU Position: Q4 2024 in Review

Denver PWM sold out of Intuit (INTU) in Q4 2024, closing a stake of 51 shares — an estimated $31.7K sold.

Denver PWM first reported a position in INTU in Q3 2024 and held it in 1 quarter. The position peaked at $31.7K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Denver PWM reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
Denver PWM sold 51 Intuit shares in Q4 2024, an estimated $31.7K.
Denver PWM first reported a position in Intuit in Q3 2024 and held it in 1 quarter.
Denver PWM's Intuit position peaked at $31.7K in Q3 2024.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Denver PWM's 13F filing for Q4 2024, filed 4 Feb 2025.