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IPG Investment Advisors’s Intuit INTU Stock Holding History

IPG Investment 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
-1,399
Closed -$909K – 189
2024
Q1 		$909K Buy
+1,399
New +$893K 0.2% 70
2017
Q2 		– Sell
-2,775
Closed -$322K – 150
2017
Q1 		$322K Buy
+2,775
New +$333K 0.15% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IPG Investment Advisors's INTU Position: Q2 2024 in Review

IPG Investment Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 1,399 shares — an estimated $909K sold.

IPG Investment Advisors first reported a position in INTU in Q1 2017 and held it in 2 quarters. The position peaked at $909K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • IPG Investment Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 1,399 Intuit shares in Q2 2024, an estimated $909K.
  • IPG Investment Advisors first reported a position in Intuit in Q1 2017 and held it in 2 quarters.
  • IPG Investment Advisors's Intuit position peaked at $909K in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on IPG Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.