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Glassman Wealth Services’s Intuit INTU Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-483
Closed -$302K – 974
2023
Q4 		$302K Sell
483
-2
-0.4% -$1.1K 0.04% 135
2023
Q3 		$248K Sell
485
-4
-0.8% -$2.02K 0.04% 141
2023
Q2 		$224K Hold
489
– – 0.04% 157
2023
Q1 		$218K Buy
489
+19
+4% +$7.8K 0.04% 156
2022
Q4 		$183K Buy
470
+51
+12% +$20.2K 0.03% 188
2022
Q3 		$162K Buy
419
+41
+11% +$17.7K 0.03% 181
2022
Q2 		$146K Buy
378
+111
+42% +$46K 0.03% 195
2022
Q1 		$128K Sell
267
-8
-3% -$4.1K 0.02% 219
2021
Q4 		$177K Buy
275
+45
+20% +$27.8K 0.03% 170
2021
Q3 		$124K Buy
230
+24
+12% +$12.9K 0.03% 207
2021
Q2 		$101K Buy
206
+18
+10% +$7.8K 0.02% 233
2021
Q1 		$72K Buy
188
+27
+17% +$10.4K 0.02% 272
2020
Q4 		$61K Buy
161
+28
+21% +$9.83K 0.01% 306
2020
Q3 		$43K Buy
133
+43
+48% +$13.5K 0.01% 323
2020
Q2 		$27K Buy
90
+17
+23% +$4.66K 0.01% 338
2020
Q1 		$17K Buy
73
+35
+92% +$9.48K 0.01% 366
2019
Q4 		$10K Sell
38
-1
-3% -$261 ﹤0.01% 482
2019
Q3 		$10K Buy
39
+3
+8% +$825 ﹤0.01% 448
2019
Q2 		$9K Buy
36
+1
+3% +$254 ﹤0.01% 474
2019
Q1 		$9K Buy
35
+20
+133% +$4.62K ﹤0.01% 459
2018
Q4 		$3K Hold
15
– – ﹤0.01% 492
2018
Q3 		$3K Sell
15
-4
-21% -$859 ﹤0.01% 539
2018
Q2 		$4K Sell
19
-2
-10% -$384 ﹤0.01% 460
2018
Q1 		$4K Hold
21
– – ﹤0.01% 450
2017
Q4 		$3K Buy
21
+18
+600% +$2.74K ﹤0.01% 464
2017
Q3 		$0 Hold
3
– – ﹤0.01% 584
2017
Q2 		$0 Hold
3
– – ﹤0.01% 602
2017
Q1 		$0 Buy
+3
New +$360 ﹤0.01% 632

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Glassman Wealth Services's INTU Position: Q1 2024 in Review

Glassman Wealth Services sold out of Intuit (INTU) in Q1 2024, closing a stake of 483 shares — an estimated $302K sold.

Glassman Wealth Services first reported a position in INTU in Q1 2017 and held it in 28 quarters. The position peaked at $302K in Q4 2023. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Glassman Wealth Services reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 483 Intuit shares in Q1 2024, an estimated $302K.
  • Glassman Wealth Services first reported a position in Intuit in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's Intuit position peaked at $302K in Q4 2023.
  • 1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.