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IBEX Wealth Advisors’s Intuit INTU Stock Holding History

IBEX 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
Q3 		– Sell
-769
Closed -$505K – 169
2024
Q2 		$505K Buy
+769
New +$477K 0.08% 93
2019
Q3 		– Sell
-186
Closed -$48K – 223
2019
Q2 		$48K Buy
+186
New +$47.3K 0.01% 229
2018
Q1 		– Sell
-7,588
Closed -$1.25M – 102
2017
Q4 		$1.25M Buy
+7,588
New +$1.16M 0.55% 55

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

IBEX Wealth Advisors's INTU Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Intuit (INTU) in Q3 2024, closing a stake of 769 shares — an estimated $505K sold.

IBEX Wealth Advisors first reported a position in INTU in Q4 2017 and held it in 3 quarters. The position peaked at $1.25M in Q4 2017. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 769 Intuit shares in Q3 2024, an estimated $505K.
  • IBEX Wealth Advisors first reported a position in Intuit in Q4 2017 and held it in 3 quarters.
  • IBEX Wealth Advisors's Intuit position peaked at $1.25M in Q4 2017.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.