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Milestone Investment Advisors’s Intuit INTU Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-465
Closed -$238K – 272
2023
Q3 		$238K Buy
+465
New +$235K 0.07% 94
2023
Q2 		– Sell
-465
Closed -$207K – 267
2023
Q1 		$207K Buy
+465
New +$191K 0.06% 103

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Milestone Investment Advisors's INTU Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Intuit (INTU) in Q4 2023, closing a stake of 465 shares — an estimated $238K sold.

Milestone Investment Advisors first reported a position in INTU in Q1 2023 and held it in 2 quarters. The position peaked at $238K in Q3 2023. 1,916 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 465 Intuit shares in Q4 2023, an estimated $238K.
  • Milestone Investment Advisors first reported a position in Intuit in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Intuit position peaked at $238K in Q3 2023.
  • 1,916 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.