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Provence Wealth Management Group’s Intuit INTU Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$456K Buy
729
+145
+25% +$80K 0.24% 85
2023
Q3 		$298K Buy
+584
New +$296K 0.18% 106
2023
Q2 		– Sell
-647
Closed -$288K – 152
2023
Q1 		$288K Buy
+647
New +$266K 0.19% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Provence Wealth Management Group's INTU Position: Q4 2023 in Review

Provence Wealth Management Group increased its Intuit (INTU) stake by 25% in Q4 2023, buying an estimated $80K and bringing the position to 729 shares worth $456K. The position accounts for 0.24% of the portfolio, ranked #85.

Provence Wealth Management Group first reported a position in INTU in Q1 2023 and has held it in 3 quarters since. 1,915 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Provence Wealth Management Group held 729 shares of Intuit worth $456K as of Q4 2023.
  • Provence Wealth Management Group bought 145 Intuit shares in Q4 2023, an estimated $80K.
  • Intuit made up 0.24% of Provence Wealth Management Group's portfolio in Q4 2023, its #85 holding.
  • Provence Wealth Management Group first reported a position in Intuit in Q1 2023 and has held it in 3 quarters since.
  • 1,915 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.