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Realta Investment Advisors’s Intuit INTU Stock Holding History

Realta Investment 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
Q2 		– Sell
-690
Closed -$448K – 802
2024
Q1 		$448K Buy
+690
New +$440K 0.09% 252
2020
Q1 		– Sell
-100
Closed -$26K – 834
2019
Q4 		$26K Sell
100
-205
-67% -$53.6K 0.01% 840
2019
Q3 		$81K Buy
305
+218
+251% +$60K 0.02% 546
2019
Q2 		$22K Buy
+87
New +$22.1K 0.01% 903

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 $3.38T AUM 44.17% 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

Realta Investment Advisors's INTU Position: Q2 2024 in Review

Realta Investment Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 690 shares — an estimated $448K sold.

Realta Investment Advisors first reported a position in INTU in Q2 2019 and held it in 4 quarters. The position peaked at $448K in Q1 2024. 1,965 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Realta Investment Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 690 Intuit shares in Q2 2024, an estimated $448K.
  • Realta Investment Advisors first reported a position in Intuit in Q2 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Intuit position peaked at $448K in Q1 2024.
  • 1,965 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.