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Park Edge Advisors’s Intuit INTU Stock Holding History

Park Edge 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
Q3 		– Sell
-1,058
Closed -$695K – 148
2024
Q2 		$695K Buy
1,058
+163
+18% +$101K 0.21% 74
2024
Q1 		$582K Sell
895
-4
-0.4% -$2.55K 0.16% 73
2023
Q4 		$562K Buy
+899
New +$496K 0.19% 65

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Park Edge Advisors's INTU Position: Q3 2024 in Review

Park Edge Advisors sold out of Intuit (INTU) in Q3 2024, closing a stake of 1,058 shares — an estimated $695K sold.

Park Edge Advisors first reported a position in INTU in Q4 2023 and held it in 3 quarters. The position peaked at $695K in Q2 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Park Edge Advisors reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Park Edge Advisors sold 1,058 Intuit shares in Q3 2024, an estimated $695K.
  • Park Edge Advisors first reported a position in Intuit in Q4 2023 and held it in 3 quarters.
  • Park Edge Advisors's Intuit position peaked at $695K in Q2 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Park Edge Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.