MFA Wealth Advisors’s Intuit INTU Stock Holding History

MFA Wealth Advisors’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	–	Sell	-133	Closed	-$82.6K	–	218
2024 Q3	$82.6K	Hold	133	–	–	0.02%	147
2024 Q2	$87.4K	Buy	+133	New	+$82.5K	0.02%	140

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MFA Wealth Advisors's INTU Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Intuit (INTU) in Q4 2024, closing a stake of 133 shares — an estimated $82.6K sold.

MFA Wealth Advisors first reported a position in INTU in Q2 2024 and held it in 2 quarters. The position peaked at $87.4K in Q2 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

MFA Wealth Advisors reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 133 Intuit shares in Q4 2024, an estimated $82.6K.
MFA Wealth Advisors first reported a position in Intuit in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's Intuit position peaked at $87.4K in Q2 2024.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.