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Edmonds Duncan Registered Investment Advisors’s Intuit INTU Stock Holding History

Edmonds Duncan Registered Investment 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
Q3 		– Sell
-310
Closed -$204K – 124
2024
Q2 		$204K Hold
310
– – 0.05% 123
2024
Q1 		$202K Buy
+310
New +$198K 0.05% 127

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's INTU Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Intuit (INTU) in Q3 2024, closing a stake of 310 shares — an estimated $204K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in INTU in Q1 2024 and held it in 2 quarters. The position peaked at $204K in Q2 2024. 1,965 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 310 Intuit shares in Q3 2024, an estimated $204K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Intuit in Q1 2024 and held it in 2 quarters.
  • Edmonds Duncan Registered Investment Advisors's Intuit position peaked at $204K in Q2 2024.
  • 1,965 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.