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Guardian Capital Advisors (Canada)’s Intuit INTU Stock Holding History

Guardian Capital Advisors (Canada)’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 		$2.62M Sell
4,317
-385
-8% -$246K 0.26% 79
2024
Q2 		$2.98M Buy
4,702
+2,435
+107% +$1.51M 0.32% 75
2024
Q1 		$1.39M Sell
2,267
-1,055
-32% -$673K 0.15% 92
2023
Q4 		$1.99M Buy
3,322
+700
+27% +$386K 0.21% 91
2023
Q3 		$1.42M Buy
2,622
+845
+48% +$428K 0.16% 100
2023
Q2 		$847K Buy
+1,777
New +$778K 0.1% 100

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s INTU Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) reduced its Intuit (INTU) stake by 8.2% in Q3 2024, selling an estimated $246K and leaving 4,317 shares worth $2.62M. The position accounts for 0.26% of the portfolio, ranked #79.

Guardian Capital Advisors (Canada) first reported a position in INTU in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.98M in Q2 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 4,317 shares of Intuit worth $2.62M as of Q3 2024.
  • Guardian Capital Advisors (Canada) sold 385 Intuit shares in Q3 2024, an estimated $246K.
  • Intuit made up 0.26% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #79 holding.
  • Guardian Capital Advisors (Canada) first reported a position in Intuit in Q2 2023 and has held it in 6 quarters since.
  • Guardian Capital Advisors (Canada)'s Intuit position peaked at $2.98M in Q2 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.