MGO Private Wealth’s Intuit INTU Stock Holding History

MGO 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 Q3	–	Sell	-322	Closed	-$212K	–	68
2024 Q2	$212K	Hold	322	–	–	0.13%	77
2024 Q1	$209K	Buy	+322	New	+$206K	0.13%	77

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MGO Private Wealth's INTU Position: Q3 2024 in Review

MGO Private Wealth sold out of Intuit (INTU) in Q3 2024, closing a stake of 322 shares — an estimated $212K sold.

MGO Private Wealth first reported a position in INTU in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q2 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

MGO Private Wealth reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
MGO Private Wealth sold 322 Intuit shares in Q3 2024, an estimated $212K.
MGO Private Wealth first reported a position in Intuit in Q1 2024 and held it in 2 quarters.
MGO Private Wealth's Intuit position peaked at $212K in Q2 2024.
1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.