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Elevatus Welath Management’s Intuit INTU Stock Holding History

Elevatus Welath 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
Q1 		– Sell
-5,213
Closed -$3.26M – 103
2023
Q4 		$3.26M Buy
5,213
+1,666
+47% +$919K 1.48% 23
2023
Q3 		$1.81M Buy
+3,547
New +$1.79M 1.64% 19

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 $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elevatus Welath Management's INTU Position: Q1 2024 in Review

Elevatus Welath Management sold out of Intuit (INTU) in Q1 2024, closing a stake of 5,213 shares — an estimated $3.26M sold.

Elevatus Welath Management first reported a position in INTU in Q3 2023 and held it in 2 quarters. The position peaked at $3.26M in Q4 2023. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Elevatus Welath Management reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 5,213 Intuit shares in Q1 2024, an estimated $3.26M.
  • Elevatus Welath Management first reported a position in Intuit in Q3 2023 and held it in 2 quarters.
  • Elevatus Welath Management's Intuit position peaked at $3.26M in Q4 2023.
  • 1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Elevatus Welath Management's 13F filing for Q1 2024, filed 10 May 2024.