LSPW
INTU icon

Lake Street Private Wealth’s Intuit INTU Stock Holding History

Lake Street Private Wealth’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
-1,375
Closed -$894K – 327
2024
Q1 		$894K Buy
+1,375
New +$878K 0.12% 154
2022
Q1 		– Sell
-330
Closed -$212K – 335
2021
Q4 		$212K Buy
+330
New +$204K 0.04% 308

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

Lake Street Private Wealth's INTU Position: Q2 2024 in Review

Lake Street Private Wealth sold out of Intuit (INTU) in Q2 2024, closing a stake of 1,375 shares — an estimated $894K sold.

Lake Street Private Wealth first reported a position in INTU in Q4 2021 and held it in 2 quarters. The position peaked at $894K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Lake Street Private Wealth reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,375 Intuit shares in Q2 2024, an estimated $894K.
  • Lake Street Private Wealth first reported a position in Intuit in Q4 2021 and held it in 2 quarters.
  • Lake Street Private Wealth's Intuit position peaked at $894K in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Lake Street Private Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.