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Flaharty Asset Management’s Intuit INTU Stock Holding History

Flaharty Asset Management’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
2023
Q4 		– Sell
-3
Closed -$1.53K – 269
2023
Q3 		$1.53K Buy
+3
New +$1.52K ﹤0.01% 434
2019
Q4 		– Sell
-830
Closed -$221K – 77
2019
Q3 		$221K Hold
830
– – 0.08% 66
2019
Q2 		$217K Sell
830
-415
-33% -$105K 0.08% 63
2019
Q1 		$325K Buy
+1,245
New +$288K 0.13% 62

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
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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Flaharty Asset Management's INTU Position: Q4 2023 in Review

Flaharty Asset Management sold out of Intuit (INTU) in Q4 2023, closing a stake of 3 shares — an estimated $1.53K sold.

Flaharty Asset Management first reported a position in INTU in Q1 2019 and held it in 4 quarters. The position peaked at $325K in Q1 2019. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Flaharty Asset Management reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • Flaharty Asset Management sold 3 Intuit shares in Q4 2023, an estimated $1.53K.
  • Flaharty Asset Management first reported a position in Intuit in Q1 2019 and held it in 4 quarters.
  • Flaharty Asset Management's Intuit position peaked at $325K in Q1 2019.
  • 1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Flaharty Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.