Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Intuit INTU Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-4
Closed -$2.04K – 259
2023
Q3 		$2.04K Buy
+4
New +$2.02K ﹤0.01% 464

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Legacy Financial Group (Iowa)'s INTU Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Intuit (INTU) in Q4 2023, closing a stake of 4 shares — an estimated $2.04K sold.

Legacy Financial Group (Iowa) first reported a position in INTU in Q3 2023 and held it in 1 quarter. The position peaked at $2.04K in Q3 2023. 1,916 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 4 Intuit shares in Q4 2023, an estimated $2.04K.
  • Legacy Financial Group (Iowa) first reported a position in Intuit in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Intuit position peaked at $2.04K in Q3 2023.
  • 1,916 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.