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Janiczek Wealth Management’s Intuit INTU Stock Holding History

Janiczek Wealth Management’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 		$461K Sell
702
-86
-11% -$53.3K 0.1% 89
2024
Q1 		$512K Buy
788
+72
+10% +$46K 0.11% 83
2023
Q4 		$448K Buy
716
+17
+2% +$9.38K 0.11% 80
2023
Q3 		$357K Buy
699
+75
+12% +$38K 0.09% 90
2023
Q2 		$286K Sell
624
-13
-2% -$5.69K 0.08% 94
2023
Q1 		$281K Buy
637
+20
+3% +$8.21K 0.08% 90
2022
Q4 		$245K Sell
617
-94
-13% -$37.3K 0.07% 101
2022
Q3 		$276K Buy
711
+31
+5% +$13.4K 0.09% 75
2022
Q2 		$310K Sell
680
-39
-5% -$16.1K 0.09% 70
2022
Q1 		$346K Sell
719
-54
-7% -$27.7K 0.1% 66
2021
Q4 		$497K Buy
773
+77
+11% +$47.5K 0.15% 50
2021
Q3 		$375K Buy
696
+149
+27% +$80.3K 0.13% 51
2021
Q2 		$268K Buy
547
+99
+22% +$42.9K 0.1% 61
2021
Q1 		$172K Buy
448
+100
+29% +$38.5K 0.07% 80
2020
Q4 		$132K Buy
348
+291
+511% +$102K 0.06% 88
2020
Q3 		$19K Buy
57
+44
+338% +$13.8K 0.01% 161
2020
Q2 		$4K Buy
+13
New +$3.57K ﹤0.01% 203
2019
Q3 		– Sell
-300
Closed -$78K – 179
2019
Q2 		$78K Hold
300
– – 0.04% 58
2019
Q1 		$78K Hold
300
– – 0.04% 66
2018
Q4 		$59K Hold
300
– – 0.03% 74
2018
Q3 		$68K Hold
300
– – 0.04% 62
2018
Q2 		$61K Buy
+300
New +$57.5K 0.03% 63

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

Janiczek Wealth Management's INTU Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Intuit (INTU) stake by 11% in Q2 2024, selling an estimated $53.3K and leaving 702 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #89.

Janiczek Wealth Management first reported a position in INTU in Q2 2018 and has held it in 22 quarters since. The position peaked at $512K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Janiczek Wealth Management held 702 shares of Intuit worth $461K as of Q2 2024.
  • Janiczek Wealth Management sold 86 Intuit shares in Q2 2024, an estimated $53.3K.
  • Intuit made up 0.1% of Janiczek Wealth Management's portfolio in Q2 2024, its #89 holding.
  • Janiczek Wealth Management first reported a position in Intuit in Q2 2018 and has held it in 22 quarters since.
  • Janiczek Wealth Management's Intuit position peaked at $512K in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.