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First Trust Investment Solutions’s Intuit INTU Stock Holding History

First Trust Investment Solutions’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 		$371K Sell
598
-59
-9% -$37.7K 0.04% 211
2024
Q2 		$432K Buy
657
+56
+9% +$34.7K 0.06% 179
2024
Q1 		$391K Buy
601
+124
+26% +$79.2K 0.07% 163
2023
Q4 		$298K Buy
+477
New +$263K 0.06% 177

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

First Trust Investment Solutions's INTU Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Intuit (INTU) stake by 9% in Q3 2024, selling an estimated $37.7K and leaving 598 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #211.

First Trust Investment Solutions first reported a position in INTU in Q4 2023 and has held it in 4 quarters since. The position peaked at $432K in Q2 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • First Trust Investment Solutions held 598 shares of Intuit worth $371K as of Q3 2024.
  • First Trust Investment Solutions sold 59 Intuit shares in Q3 2024, an estimated $37.7K.
  • Intuit made up 0.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #211 holding.
  • First Trust Investment Solutions first reported a position in Intuit in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Intuit position peaked at $432K in Q2 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.