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First Trust Direct Indexing’s Intuit INTU Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-9,561
Closed -$5.94M – 438
2024
Q3 		$5.94M Buy
9,561
+1,003
+12% +$640K 0.32% 52
2024
Q2 		$5.62M Buy
8,558
+1,068
+14% +$662K 0.35% 44
2024
Q1 		$4.87M Buy
7,490
+1,061
+17% +$677K 0.36% 42
2023
Q4 		$4.02M Buy
6,429
+919
+17% +$507K 0.36% 46
2023
Q3 		$2.82M Buy
5,510
+359
+7% +$182K 0.32% 51
2023
Q2 		$2.36M Sell
5,151
-43
-0.8% -$18.8K 0.26% 75
2023
Q1 		$2.32M Sell
5,194
-113
-2% -$46.4K 0.27% 73
2022
Q4 		$2.07M Buy
5,307
+179
+3% +$71K 0.27% 83
2022
Q3 		$1.99M Sell
5,128
-376
-7% -$162K 0.29% 65
2022
Q2 		$2.12M Buy
5,504
+221
+4% +$91.5K 0.3% 71
2022
Q1 		$2.54M Buy
5,283
+1,057
+25% +$541K 0.31% 58
2021
Q4 		$2.72M Sell
4,226
-21
-0.5% -$13K 0.35% 50
2021
Q3 		$2.29M Buy
4,247
+466
+12% +$251K 0.33% 53
2021
Q2 		$1.85M Buy
3,781
+1,339
+55% +$581K 0.28% 79
2021
Q1 		$935K Buy
2,442
+144
+6% +$55.4K 0.25% 107
2020
Q4 		$873K Buy
+2,298
New +$807K 0.24% 102

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Trust Direct Indexing's INTU Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Intuit (INTU) in Q4 2024, closing a stake of 9,561 shares — an estimated $5.94M sold.

First Trust Direct Indexing first reported a position in INTU in Q4 2020 and held it in 16 quarters. The position peaked at $5.94M in Q3 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,561 Intuit shares in Q4 2024, an estimated $5.94M.
  • First Trust Direct Indexing first reported a position in Intuit in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Intuit position peaked at $5.94M in Q3 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.