FSWA
INTU icon

Financial Synergies Wealth Advisors’s Intuit INTU Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-3
Closed -$1.95K – 247
2024
Q1 		$1.95K Hold
3
– – ﹤0.01% 330
2023
Q4 		$1.17K Hold
3
– – ﹤0.01% 310
2023
Q3 		$1.53K Hold
3
– – ﹤0.01% 331
2023
Q2 		$1.38K Hold
3
– – ﹤0.01% 329
2023
Q1 		$1.34K Hold
3
– – ﹤0.01% 350
2022
Q4 		$1.17K Hold
3
– – ﹤0.01% 310
2022
Q3 		$1.16K Sell
3
-2
-40% -$864 ﹤0.01% 283
2022
Q2 		$1.93K Buy
+5
New +$2.07K ﹤0.01% 239

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Synergies Wealth Advisors's INTU Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 3 shares — an estimated $1.95K sold.

Financial Synergies Wealth Advisors first reported a position in INTU in Q2 2022 and held it in 8 quarters. The position peaked at $1.95K in Q1 2024. 1,965 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Intuit shares in Q2 2024, an estimated $1.95K.
  • Financial Synergies Wealth Advisors first reported a position in Intuit in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Intuit position peaked at $1.95K in Q1 2024.
  • 1,965 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.