PA
INTU icon

Paragon Advisors’s Intuit INTU Stock Holding History

Paragon 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
Q1 		– Sell
-1,829
Closed -$1.14M – 90
2023
Q4 		$1.14M Buy
+1,829
New +$1.01M 0.48% 65
2023
Q3 		– Sell
-1,758
Closed -$805K – 119
2023
Q2 		$805K Sell
1,758
-2,425
-58% -$1.06M 0.26% 77
2023
Q1 		$1.86M Buy
+4,183
New +$1.72M 0.63% 41
2021
Q2 		– Sell
-544
Closed -$208K – 76
2021
Q1 		$208K Sell
544
-2,285
-81% -$880K 0.11% 78
2020
Q4 		$1.05M Buy
2,829
+170
+6% +$59.7K 0.57% 48
2020
Q3 		$867K Buy
2,659
+35
+1% +$11K 0.58% 56
2020
Q2 		$777K Buy
2,624
+426
+19% +$117K 0.63% 40
2020
Q1 		$506K Sell
2,198
-100
-4% -$27.1K 0.67% 32
2019
Q4 		$633K Buy
+2,298
New +$601K 0.68% 33

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Paragon Advisors's INTU Position: Q1 2024 in Review

Paragon Advisors sold out of Intuit (INTU) in Q1 2024, closing a stake of 1,829 shares — an estimated $1.14M sold.

Paragon Advisors first reported a position in INTU in Q4 2019 and held it in 9 quarters. The position peaked at $1.86M in Q1 2023. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Paragon Advisors reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
  • Paragon Advisors sold 1,829 Intuit shares in Q1 2024, an estimated $1.14M.
  • Paragon Advisors first reported a position in Intuit in Q4 2019 and held it in 9 quarters.
  • Paragon Advisors's Intuit position peaked at $1.86M in Q1 2023.
  • 1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Paragon Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.