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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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