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Kiely Wealth Advisory Group’s Intuit INTU Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$16.4K Hold
28
– – 0.01% 168
2024
Q3 		$19.6K Hold
28
– – 0.01% 165
2024
Q2 		$17.5K Hold
28
– – 0.01% 154
2024
Q1 		$18K Hold
28
– – 0.01% 143
2023
Q4 		$18.1K Buy
+28
New +$15.4K 0.01% 140

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's INTU Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Intuit (INTU) position steady in Q4 2024 at 28 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #168.

Kiely Wealth Advisory Group first reported a position in INTU in Q4 2023 and has held it in 5 quarters since. The position peaked at $19.6K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Kiely Wealth Advisory Group held 28 shares of Intuit worth $16.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Intuit share count unchanged in Q4 2024.
  • Intuit made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #168 holding.
  • Kiely Wealth Advisory Group first reported a position in Intuit in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Intuit position peaked at $19.6K in Q3 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.