KFS
INTU icon

Kelly Financial Services’s Intuit INTU Stock Holding History

Kelly Financial 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
Q3 		– Sell
-27
Closed -$17.8K – 412
2024
Q2 		$17.8K Hold
27
– – 0.01% 345
2024
Q1 		$17.6K Hold
27
– – 0.01% 349
2023
Q4 		$16.9K Hold
27
– – 0.01% 329
2023
Q3 		$13.8K Buy
27
+15
+125% +$7.59K 0.01% 327
2023
Q2 		$5.5K Buy
+12
New +$5.25K ﹤0.01% 440
2023
Q1 		– Sell
-10
Closed -$3.89K – 718
2022
Q4 		$3.89K Hold
10
– – ﹤0.01% 435
2022
Q3 		$3.87K Hold
10
– – ﹤0.01% 431
2022
Q2 		$3.85K Hold
10
– – ﹤0.01% 434
2022
Q1 		$4.81K Hold
10
– – ﹤0.01% 440
2021
Q4 		$6.43K Buy
+10
New +$6.17K ﹤0.01% 402

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 $3.38T AUM 44.17% 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

Kelly Financial Services's INTU Position: Q3 2024 in Review

Kelly Financial Services sold out of Intuit (INTU) in Q3 2024, closing a stake of 27 shares — an estimated $17.8K sold.

Kelly Financial Services first reported a position in INTU in Q4 2021 and held it in 10 quarters. The position peaked at $17.8K in Q2 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Kelly Financial Services reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 27 Intuit shares in Q3 2024, an estimated $17.8K.
  • Kelly Financial Services first reported a position in Intuit in Q4 2021 and held it in 10 quarters.
  • Kelly Financial Services's Intuit position peaked at $17.8K in Q2 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.