First Capital Advisors Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$191K Buy
+416
New +$182K 0.1% 148
2018
Q2
Sell
-32
Closed -$6K 448
2018
Q1
$6K Buy
+32
New +$5.38K ﹤0.01% 615

Other funds holding INTU

First Capital Advisors Group's INTU Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Intuit (INTU) in Q2 2023: 416 shares worth $191K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in INTU as recently as Q1 2018.

First Capital Advisors Group first reported a position in INTU in Q1 2018 and has held it in 2 quarters since. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

  • First Capital Advisors Group held 416 shares of Intuit worth $191K as of Q2 2023.
  • Intuit was a new First Capital Advisors Group position in Q2 2023.
  • Intuit made up 0.1% of First Capital Advisors Group's portfolio in Q2 2023, its #148 holding.
  • First Capital Advisors Group first reported a position in Intuit in Q1 2018 and has held it in 2 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.