FRG Family Wealth Advisors’s Intuit INTU Stock Holding History

FRG Family Wealth 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 Q2	–	Sell	-2	Closed	-$1.25K	–	246
2024 Q1	$1.25K	Buy	+2	New	+$1.28K	﹤0.01%	340

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FRG Family Wealth Advisors's INTU Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 2 shares — an estimated $1.25K sold.

FRG Family Wealth Advisors first reported a position in INTU in Q1 2024 and held it in 1 quarter. The position peaked at $1.25K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 2 Intuit shares in Q2 2024, an estimated $1.25K.
FRG Family Wealth Advisors first reported a position in Intuit in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's Intuit position peaked at $1.25K in Q1 2024.
1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.