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FinTrust Capital Advisors’s Intuit INTU Stock Holding History

FinTrust Capital 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 		$375K Sell
604
-11
-2% -$7.02K 0.06% 214
2024
Q2 		$404K Sell
615
-32
-5% -$19.8K 0.07% 190
2024
Q1 		$421K Buy
647
+145
+29% +$92.6K 0.08% 187
2023
Q4 		$314K Buy
502
+140
+39% +$77.2K 0.06% 217
2023
Q3 		$185K Sell
362
-83
-19% -$42K 0.04% 268
2023
Q2 		$173K Hold
445
– – 0.04% 278
2023
Q1 		$173K Hold
445
– – 0.04% 274
2022
Q4 		$173K Sell
445
-65
-13% -$25.8K 0.04% 275
2022
Q3 		$208K Sell
510
-112
-18% -$48.4K 0.05% 264
2022
Q2 		$270K Buy
622
+17
+3% +$7.04K 0.07% 231
2022
Q1 		$291K Buy
605
+25
+4% +$12.8K 0.07% 229
2021
Q4 		$373K Hold
580
– – 0.09% 202
2021
Q3 		$313K Sell
580
-2
-0.3% -$1.08K 0.08% 212
2021
Q2 		$285K Sell
582
-4
-0.7% -$1.73K 0.07% 231
2021
Q1 		$224K Buy
586
+20
+4% +$7.7K 0.06% 244
2020
Q4 		$215K Sell
566
-96
-15% -$33.7K 0.07% 234
2020
Q3 		$216 Hold
662
– – 0.04% 218
2020
Q2 		$196K Buy
662
+365
+123% +$100K 0.08% 206
2020
Q1 		$68K Buy
297
+113
+61% +$30.6K 0.03% 367
2019
Q4 		$48K Sell
184
-117
-39% -$30.6K 0.02% 447
2019
Q3 		$80K Buy
301
+117
+64% +$32.2K 0.03% 368
2019
Q2 		$48K Sell
184
-33
-15% -$8.39K 0.02% 422
2019
Q1 		$57K Hold
217
– – 0.02% 366
2018
Q4 		$42K Buy
+217
New +$45.2K 0.02% 418

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
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 $295B AUM 31.6% 1-Year Est. Return

FinTrust Capital Advisors's INTU Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Intuit (INTU) stake by 1.8% in Q3 2024, selling an estimated $7.02K and leaving 604 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #214.

FinTrust Capital Advisors first reported a position in INTU in Q4 2018 and has held it in 24 quarters since. The position peaked at $421K in Q1 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • FinTrust Capital Advisors held 604 shares of Intuit worth $375K as of Q3 2024.
  • FinTrust Capital Advisors sold 11 Intuit shares in Q3 2024, an estimated $7.02K.
  • Intuit made up 0.06% of FinTrust Capital Advisors's portfolio in Q3 2024, its #214 holding.
  • FinTrust Capital Advisors first reported a position in Intuit in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Intuit position peaked at $421K in Q1 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.