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DFPG Investments’s Intuit INTU Stock Holding History

DFPG Investments’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
2023
Q4 		$2.72M Buy
4,596
+193
+4% +$106K 0.21% 117
2023
Q3 		$2.27M Buy
4,403
+1,851
+73% +$937K 0.21% 117
2023
Q2 		$1.28M Buy
2,552
+956
+60% +$419K 0.12% 182
2023
Q1 		$712K Buy
+1,596
New +$655K 0.08% 265

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
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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

DFPG Investments's INTU Position: Q4 2023 in Review

DFPG Investments increased its Intuit (INTU) stake by 4.4% in Q4 2023, buying an estimated $106K and bringing the position to 4,596 shares worth $2.72M. The position accounts for 0.21% of the portfolio, ranked #117.

DFPG Investments first reported a position in INTU in Q1 2023 and has held it in 4 quarters since. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • DFPG Investments held 4,596 shares of Intuit worth $2.72M as of Q4 2023.
  • DFPG Investments bought 193 Intuit shares in Q4 2023, an estimated $106K.
  • Intuit made up 0.21% of DFPG Investments's portfolio in Q4 2023, its #117 holding.
  • DFPG Investments first reported a position in Intuit in Q1 2023 and has held it in 4 quarters since.
  • 1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.