NFA
INTU icon

Northwest Financial Advisors’s Intuit INTU Stock Holding History

Northwest Financial 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
-25
Closed -$15.5K – 314
2024
Q3 		$15.5K Buy
+25
New +$16K 0.01% 355
2024
Q1 		– Sell
-25
Closed -$15.6K – 286
2023
Q4 		$15.6K Buy
+25
New +$13.8K 0.01% 332

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Financial Advisors's INTU Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Intuit (INTU) in Q4 2024, closing a stake of 25 shares — an estimated $15.5K sold.

Northwest Financial Advisors first reported a position in INTU in Q4 2023 and held it in 2 quarters. The position peaked at $15.6K in Q4 2023. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 25 Intuit shares in Q4 2024, an estimated $15.5K.
  • Northwest Financial Advisors first reported a position in Intuit in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Intuit position peaked at $15.6K in Q4 2023.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.