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Planning Capital Management Corporation’s Intuit INTU Stock Holding History

Planning Capital Management Corporation’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 		$1.05M Buy
1,691
+684
+68% +$437K 0.7% 40
2024
Q2 		$662K Buy
1,007
+714
+244% +$443K 0.47% 40
2024
Q1 		$190K Hold
293
– – 0.14% 85
2023
Q4 		$183K Buy
+293
New +$162K 0.14% 87

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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 $336B AUM 34.66% 1-Year Est. Return

Planning Capital Management Corporation's INTU Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Intuit (INTU) stake by 68% in Q3 2024, buying an estimated $437K and bringing the position to 1,691 shares worth $1.05M. The position accounts for 0.7% of the portfolio, ranked #40.

Planning Capital Management Corporation first reported a position in INTU in Q4 2023 and has held it in 4 quarters since. 1,964 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Planning Capital Management Corporation held 1,691 shares of Intuit worth $1.05M as of Q3 2024.
  • Planning Capital Management Corporation bought 684 Intuit shares in Q3 2024, an estimated $437K.
  • Intuit made up 0.7% of Planning Capital Management Corporation's portfolio in Q3 2024, its #40 holding.
  • Planning Capital Management Corporation first reported a position in Intuit in Q4 2023 and has held it in 4 quarters since.
  • 1,964 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.