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Prio Wealth Limited Partnership’s Intuit INTU Stock Holding History

Prio Wealth Limited Partnership’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 		$27M Sell
43,542
-740
-2% -$472K 0.79% 35
2024
Q2 		$29.1M Sell
44,282
-5,041
-10% -$3.13M 0.87% 32
2024
Q1 		$32.1M Buy
49,323
+5,916
+14% +$3.78M 0.93% 32
2023
Q4 		$27.1M Buy
43,407
+79
+0.2% +$43.6K 0.93% 33
2023
Q3 		$22.1M Sell
43,328
-1,509
-3% -$764K 0.85% 35
2023
Q2 		$20.5M Sell
44,837
-307
-0.7% -$134K 0.74% 40
2023
Q1 		$20.1M Sell
45,144
-830
-2% -$341K 0.77% 40
2022
Q4 		$17.9M Sell
45,974
-791
-2% -$314K 0.72% 38
2022
Q3 		$18.1M Sell
46,765
-232
-0.5% -$100K 0.78% 38
2022
Q2 		$18.1M Sell
46,997
-236
-0.5% -$97.7K 0.72% 43
2022
Q1 		$22.7M Sell
47,233
-102
-0.2% -$52.2K 0.75% 41
2021
Q4 		$30.4M Buy
47,335
+202
+0.4% +$125K 0.93% 33
2021
Q3 		$25.4M Buy
47,133
+746
+2% +$402K 0.86% 38
2021
Q2 		$22.7M Buy
46,387
+780
+2% +$338K 0.77% 42
2021
Q1 		$17.5M Buy
45,607
+24,809
+119% +$9.55M 0.63% 45
2020
Q4 		$7.9M Buy
+20,798
New +$7.3M 0.3% 71

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Prio Wealth Limited Partnership's INTU Position: Q3 2024 in Review

Prio Wealth Limited Partnership reduced its Intuit (INTU) stake by 1.7% in Q3 2024, selling an estimated $472K and leaving 43,542 shares worth $27M. The position accounts for 0.79% of the portfolio, ranked #35.

Prio Wealth Limited Partnership first reported a position in INTU in Q4 2020 and has held it in 16 quarters since. The position peaked at $32.1M in Q1 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Prio Wealth Limited Partnership held 43,542 shares of Intuit worth $27M as of Q3 2024.
  • Prio Wealth Limited Partnership sold 740 Intuit shares in Q3 2024, an estimated $472K.
  • Intuit made up 0.79% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #35 holding.
  • Prio Wealth Limited Partnership first reported a position in Intuit in Q4 2020 and has held it in 16 quarters since.
  • Prio Wealth Limited Partnership's Intuit position peaked at $32.1M in Q1 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.